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Find, Compare and Monitor Financial Advisors at VICENTE & PARTNERS LLC

CRD#: 305200
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

VICENTE & PARTNERS LLC is located at 14 Berkeley Street, London, null W1J 8DX and was first established at New York, Delaware in 06/28/2019. After operating for 6 years, VICENTE & PARTNERS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of VICENTE & PARTNERS LLC’s clients are individuals and 0% of their clients are high net worth individuals. VICENTE & PARTNERS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at VICENTE & PARTNERS LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access VICENTE & PARTNERS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at VICENTE & PARTNERS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for VICENTE & PARTNERS LLC Comes From

Understanding the Statistics for VICENTE & PARTNERS LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
14 Berkeley Street, London, W1J 8DX
Mailing Address
14 Berkeley Street, London, W1J 8DX
Firm Size
Small
Phone Number
+44 203 300 3375
Established
Delaware since 06/28/2019
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
VICENTE SEBASTIAN, ALEJANDROPARTNER7166476
GAIDUK, LIDIIAMANAGING PARTNER AND CEO7166462
GARCIA, MICHELLECCO AND PARTNER7160171
BECK, RAFAELFINOP/PFO/POO5718571

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at VICENTE & PARTNERS LLC

DP

Daniel Primo De Rivera

RR
CRD#: 8090508
Location:
London, W1J 8DU
Company:
VICENTE & PARTNERS LLC
Disclosures:
Experience:
1 year
View Profile
RB

Rafael Beck

RR
CRD#: 5718571
Location:
New York, NY 10003
Company:
LUMA SECURITIES LLC
Disclosures:
Experience:
16 years
View Profile
MG

Michelle Garcia

RR
CRD#: 7160171
Location:
London, W1J 8DU
Company:
VICENTE & PARTNERS LLC
Disclosures:
Experience:
6 years
View Profile
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