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VD

Vincent R. Della Fera

EQUILIBRIUM VENTURES
Hoboken, NJ
Some features on this profile are disabled
CRD#: 6873122
VD

Professional summary


Vincent Ronald Della Fera, who also goes by VIn Della Fera, Vince Della Fera, Vincent Della Fera, Vinny Della Fera, is a registered financial advisor currently at EQUILIBRIUM VENTURES, LLC located in Hoboken, New Jersey.

Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Vincent has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Vin Della Fera | Vince Della Fera | Vincent Della Fera | Vinny Della Fera

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.
Name: Towards Equilibrium, Inc. Investment-Related: Yes. Address: 8911 N. Capital of Texas Hwy., Austin, TX 78759. Nature: Financial Services. Position: Associate, Alternative Investment Advisor. Start Date: 08/2022. Approximate Hours/Month: 160. Hours During Trading Hours: 160. Duties: Perform alternative investment research.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Vincent Ronald Della Fera'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

August 7, 2022 - Present

EQUILIBRIUM VENTURES, LLC

RIA
CRD#: 309164
Hoboken, NJ
Past

April 6, 2022 - June 9, 2022

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
New York, NY
Past

December 21, 2020 - March 22, 2022

INDEPENDENT BROKERAGE SOLUTIONS LLC

BD
CRD#: 153563
New York, NY
Past

April 11, 2020 - June 9, 2022

ARETE WEALTH ADVISORS, LLC

RIA
CRD#: 145488
New York, NY
Past

October 1, 2019 - December 21, 2020

GMS GROUP

RIA
CRD#: 8000
East Hanover, NJ
Past

October 1, 2019 - December 21, 2020

GMS GROUP

BD
CRD#: 8000
East Hanover, NJ
Past

May 9, 2018 - April 11, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
EAST BRUNSWICK, NJ
Past

March 13, 2018 - April 11, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
EAST BRUNSWICK, NJ

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".
EV
EQUILIBRIUM VENTURES, LLC
EQUI | TOWARDS EQUILIBRIUM | EQUILIBRIUM VENTURES, LLC

CRD#: 309164 / SEC#: 801-128525

RIA
Registered Investment Advisory firm - (9/29/2023 Approved)
Texas
Registered Investment Advisory firm - (6/2/2020 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
Texas
(8/7/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/8/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EV
EQUILIBRIUM VENTURES, LLC
EQUI | TOWARDS EQUILIBRIUM | EQUILIBRIUM VENTURES, LLC

CRD#: 309164 / SEC#: 801-128525

RIA
Registered Investment Advisory firm - (9/29/2023 Approved)
Texas
Registered Investment Advisory firm - (6/2/2020 Approved)
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Contact information


Main Address
80 Eighth Ave 5th Floor, New York, NY 10011
Mailing Address
Phone number
(917) 352-3902
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EQUILIBRIUM VENTURES DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management


Total Number of Accounts6
AUM (Assets Under Management)$ 137,313,566

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


EQUILIBRIUM VENTURES, LLC

CRD#: 309164Hoboken, NJ

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