RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J•••••• J•••• V••••••
- Business email
- jeff@vincentwealth.comreportedvincentwealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- V•••••• W••••• A••••••• L•• independent RIA currentsince Sep 13, 2024 · Norwell, Ma
- F••••••• I••••••••• M••••••••• L•• formerNov 15, 2017 to Oct 21, 2024 · Hull, Ma
- V•••••• F•••••••• G•••• unclassifiedJul 17, 2009 to Dec 31, 2017 · Hanover, Ma
- C••••••• W••••• M••••••••• L•• unclassifiedSep 22, 2008 to Aug 12, 2009 · Boston, Ma
- L•• F•••••••• L•• BD affiliatedMay 9, 2003 to Sep 8, 2008 · Woburn, Ma
- F••••••• I••••••••• M••••••••• L•• to V•••••• W••••• A••••••• L••left Oct 21, 2024, registered Sep 13, 2024 (-38 days) · RIA to a newly registered adviser
- V•••••• F•••••••• G•••• to F••••••• I••••••••• M••••••••• L••left Dec 31, 2017, registered Nov 15, 2017 (-46 days) · Other
- C••••••• W••••• M••••••••• L•• to V•••••• F•••••••• G••••left Aug 12, 2009, registered Jul 17, 2009 (-26 days) · Other
- L•• F•••••••• L•• to C••••••• W••••• M••••••••• L••left Sep 8, 2008, registered Sep 22, 2008 (14 days) · Other
- J•••••• J•••• V•••••• left F••••••• I••••••••• M••••••••• L•• for V•••••• W••••• A••••••• L•• (registered 2024-09-13)Oct 21, 2024 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address