Vincent D'eletto

INVESTMENT INSIGHT WEALTH MANAGEMENT

Brightwaters, NY

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CRD#: 7946198

Professional summary

Vincent D'eletto, who also goes by VIn D'eletto, is a registered financial advisor currently at INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC located in Brightwaters, New York.

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Vin D'eletto

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.

1. New Moon Ventures, LLC; not investment-related; Cook Islands; legal entity for personal asset protection; owner; June 2023; 10 hours per / year; 0 during securities trading hours 2. Clarion Inbound Marketing, LLC; not investment-related; Brightwaters, NY; marketing/consulting services; owner; 2010; 25 hours per year; 0 during securities trading hours; provides marketing consulting services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent D'eletto'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 29, 2024 - Present

INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC

RIA

CRD#: 130070

Brightwaters, 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".

INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC

401K ADVISOR GROUP | SULLIVAN, ROBERT J. | JOHN JAMES ASSET MANAGEMENT, LLC | INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC

CRD#: 130070 / SEC#: 801-68932

RIA

Registered Investment Advisory firm - (3/12/2008 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 York
(8/29/2024)

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

State Security Law Exam

IAR

Series 65

Date: 8/29/2024

Uniform Investment Adviser Law Examination

Current Firm

INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC

401K ADVISOR GROUP | SULLIVAN, ROBERT J. | JOHN JAMES ASSET MANAGEMENT, LLC | INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC

CRD#: 130070 / SEC#: 801-68932

RIA

Registered Investment Advisory firm - (3/12/2008 Approved)

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Contact information

Main Address

Massapequa, NY

Mailing Address

Phone number

(516) 249-0060

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (2/24/2025)

Regulatory assets under management

Total Number of Accounts	332
AUM (Assets Under Management)	$ 146,484,751

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 D'eletto

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent D'eletto's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/29/2024

Current Firm

INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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