Vincent Joseph Pucillo
Professional Summary
Vincent Joseph Pucillo, who also goes by VInce Pucillo, is a registered financial advisor currently at FOGUTH WEALTH MANAGEMENT, LLC. located in Maumee, Ohio. Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Vincent has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Vince Pucillo
Similar Advisors
CHARLES SCHWAB & CO., INC.
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
FALCON WEALTH PLANNING, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
CHARLES SCHWAB & CO., INC.
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
FALCON WEALTH PLANNING, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
CHARLES SCHWAB & CO., INC.
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
FALCON WEALTH PLANNING, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
CHARLES SCHWAB & CO., INC.
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
FALCON WEALTH PLANNING, LLC
Years of Experience
3 years in the financial services industry
Current & Past Employments
Current
Similar Advisors
CHARLES SCHWAB & CO., INC.
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
FALCON WEALTH PLANNING, LLC
Current Firm
FOGUTH WEALTH MANAGEMENT, LLC.
Contact Information
Main Address
325 W. Main St., Brighton, MI 48116Phone Number
(810) 522-5650# of Employees
88SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
6,768AUM (Assets Under Management)
$1,070,072,710Similar Advisors
CHARLES SCHWAB & CO., INC.
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
FALCON WEALTH PLANNING, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
CHARLES SCHWAB & CO., INC.
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
FALCON WEALTH PLANNING, LLC
Primary Firm SEC Registration
FOGUTH WEALTH MANAGEMENT, LLC.
State Registrations and Notice Filings
(8/6/2024)
(8/6/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
CHARLES SCHWAB & CO., INC.
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
FALCON WEALTH PLANNING, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Vincent Joseph Pucillo's CRS (Customer Relationship Summary).
Similar Advisors
CHARLES SCHWAB & CO., INC.
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
FALCON WEALTH PLANNING, LLC
