Vincent P. Pagano

PAGANO WEALTH MANAGEMENT LLC

EXTON, PA 19341

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CRD#: 7857952

Professional summary

Vincent Patrick Pagano, who also goes by VIncent Pagano, is a registered financial advisor currently at PAGANO WEALTH MANAGEMENT LLC located in Exton, Pennsylvania and BROOKSTONE WEALTH ADVISORS, LLC located in Exton, Pennsylvania.

Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Vincent has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Vincent Pagano

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.

-CPA with Pagano & Associates Co -independent licensed insurance agent - rental properties, landlord

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent Patrick Pagano's 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

February 12, 2025 - Present

PAGANO WEALTH MANAGEMENT LLC

Office #1: 33 Dowlin Forge Rd, Exton, PA 19341

RIA

CRD#: 334398

EXTON, PA

Current

June 9, 2025 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 33 Dowlin Forge Rd, Exton, PA 19341

RIA

CRD#: 137658

EXTON, PA

Past

August 29, 2024 - February 12, 2025

GREAT VALLEY ADVISOR GROUP, LLC

RIA

CRD#: 123913

Allentown, PA

Past

February 13, 2024 - August 30, 2024

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

ALLENTOWN, PA

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

Delaware
(6/9/2025)

IAR

New Jersey
(6/23/2025)

IAR

Pennsylvania
(2/12/2025)

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

State Security Law Exam

IAR

Series 65

Date: 2/1/2025

Uniform Investment Adviser Law Examination

Current Firm

PAGANO WEALTH MANAGEMENT LLC

CRD#: 334398 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (2/12/2025 Approved)

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Contact information

Main Address

33 Dowlin Forge Rd, Exton, PA 19341

Mailing Address

Phone number

(484) 459-3257

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Vincent P. Pagano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent Patrick Pagano's CRS (Customer Relationship Summary).

Certified licenses

Experience

PAGANO WEALTH MANAGEMENT LLC

BROOKSTONE WEALTH ADVISORS, LLC

GREAT VALLEY ADVISOR GROUP, LLC

HORNOR, TOWNSEND & KENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/1/2025

Current Firm

PAGANO WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

PAGANO WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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