DFX Intelligence
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.
Registered advisor
Vincent J. Colubiale
Feed of 09/14/2026
Also filed as Vincent James Colubiale
At current firm
6 y
since Feb 12, 2020
In the industry
21 y
since Sep 30, 2004 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Fintech Wealth Management, LLC state registered currentsince Feb 12, 2020 · Belmar, Nj
- Woodstock Wealth Management, Inc. independent RIAJun 12, 2018 to Sep 10, 2019 · Wall Township, Nj
- Woodstock Financial Group, Inc. formerFeb 21, 2018 to Nov 8, 2018 · Wall Township, Nj
- Strategic Advisers LLC national BDSep 21, 2010 to Feb 20, 2018 · Princeton, Nj
- Pruco Securities, LLC no RAUMFeb 3, 2005 to Aug 5, 2010 · Princeton, Nj
- Ameriprise Financial Services, LLC national BDOct 1, 2004 to Oct 11, 2004 · Voorhees, Nj
Moves
a registration end followed by a registration begin elsewhere
- Woodstock Wealth Management, Inc. to Fintech Wealth Management, LLCleft Sep 10, 2019, registered Feb 12, 2020 (155 days) · RIA to a state-registered adviser
- Woodstock Financial Group, Inc. to Woodstock Wealth Management, Inc.left Nov 8, 2018, registered Jun 12, 2018 (-149 days) · channel change inside one enterprise, not a move · moved with a team
- Strategic Advisers LLC to Woodstock Financial Group, Inc.left Feb 20, 2018, registered Feb 21, 2018 (1 days) · Other
- Pruco Securities, LLC to Strategic Advisers LLCleft Aug 5, 2010, registered Sep 21, 2010 (47 days) · Other
- Ameriprise Financial Services, LLC to Pruco Securities, LLCleft Oct 11, 2004, registered Feb 3, 2005 (115 days) · Other
Signals
No dated event on this person.
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address