AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
VV

Vincent E. Velicov

REVOLVE WEALTH PARTNERS
Hackensack, NJ 07601
Some features on this profile are disabled
CRD#: 6653690
VV

Professional summary

Vincent Edward Velicov, who also goes by VIncent E Velicov, is a registered financial advisor currently at REVOLVE WEALTH PARTNERS, LLC located in Hackensack, New Jersey.

Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Vincent has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 79 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Vincent E Velicov

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent Edward Velicov's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 13, 2026 - Present

REVOLVE WEALTH PARTNERS, LLC

Office #1: 411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601
RIA
CRD#: 286643
Hackensack, NJ
Past

May 12, 2023 - June 30, 2025

LEONIS SECURITIES, LLC

BD
CRD#: 284307
NEW YORK, NY
Past

March 30, 2021 - April 17, 2023

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

July 9, 2019 - March 25, 2021

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
NEW YORK, NY
Past

April 25, 2018 - March 14, 2019

PETSKY PRUNIER SECURITIES, LLC

BD
CRD#: 146679
NEW YORK, NY
Past

September 13, 2016 - April 3, 2018

SILVER LANE ADVISORS LLC

BD
CRD#: 148085
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RW
REVOLVE WEALTH PARTNERS, LLC
FINN ADVISORS, LLC | REVOLVE WEALTH PARTNERS, LLC

CRD#: 286643 / SEC#: 801-110397

RIA
Registered Investment Advisory firm - (4/14/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(1/13/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/8/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/20/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 9/13/2016
Investment Banking Registered Representative Examination

Current Firm

RW
REVOLVE WEALTH PARTNERS, LLC
FINN ADVISORS, LLC | REVOLVE WEALTH PARTNERS, LLC

CRD#: 286643 / SEC#: 801-110397

RIA
Registered Investment Advisory firm - (4/14/2017 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601
Mailing Address
411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601
Phone number
(201) 373-2163
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR REVOLVE WEALTH PARTNERS, LLC (11/4/2025)

Regulatory assets under management

Total Number of Accounts2,914
AUM (Assets Under Management)$ 1,180,023,798

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

REVOLVE WEALTH PARTNERS, LLC

CRD#: 286643Hackensack, NJ 07601

TRUST BUT VERIFY

Monitor Vincent Velicov

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
PR
MINNEAPOLIS, MN
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.