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 Dallo

Belpointe Asset Management LLCindependent RIARochester, Ny IA-onlyIAPD 5041243

Chartered Financial Consultant

Feed of 09/14/2026

At current firm

0 y

since Apr 15, 2026

In the industry

20 y

since Oct 21, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Belpointe Asset Management LLC independent RIA current
since Apr 15, 2026 · Rochester, Ny
Silver Oak Securities, Inc. BD affiliated
Nov 4, 2025 to May 7, 2026 · Webster, Ny
Cetera Investment Advisers LLC BD affiliated
Mar 22, 2024 to Nov 6, 2025 · Webster, Ny
Bright Futures Wealth Management, LLC independent RIA
Feb 13, 2024 to Apr 21, 2026 · Rochester, Ny
Cetera Advisors LLC former
Feb 1, 2024 to Mar 22, 2024 · Webster, Ny
Eagle Strategies LLC BD affiliated
Oct 27, 2020 to Feb 8, 2024 · Fairport, Ny

Moves

a registration end followed by a registration begin elsewhere

Silver Oak Securities, Inc. to Belpointe Asset Management LLC
left May 7, 2026, registered Apr 15, 2026 (-22 days) · Affiliated broker-dealer or bank to independent RIA
Bright Futures Wealth Management, LLC to Cetera Investment Advisers LLC
left Apr 21, 2026, registered Mar 22, 2024 (-760 days) · RIA to affiliated broker-dealer or bank · moved with a team
Cetera Investment Advisers LLC to Silver Oak Securities, Inc.
left Nov 6, 2025, registered Nov 4, 2025 (-2 days) · Affiliated broker-dealer or bank to another · moved with a team
Cetera Advisors LLC to Bright Futures Wealth Management, LLC
left Mar 22, 2024, registered Feb 13, 2024 (-38 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Eagle Strategies LLC to Cetera Advisors LLC
left Feb 8, 2024, registered Feb 1, 2024 (-7 days) · Affiliated broker-dealer or bank to another

Signals

Vincent Dallo left Silver Oak Securities, Inc. for Belpointe Asset Management Llc (registered 2026-04-15)
May 7, 2026 · Advisor changed firm · fact
Vincent Dallo left Bright Futures Wealth Management, Llc for Cetera Investment Advisers Llc (registered 2024-03-22)
Apr 21, 2026 · Advisor changed firm · fact
Vincent Dallo left Cetera Investment Advisers Llc for Silver Oak Securities, Inc. (registered 2025-11-04)
Nov 6, 2025 · Advisor changed firm · fact
Vincent Dallo left Cetera Advisors Llc for Bright Futures Wealth Management, Llc (registered 2024-02-13)
Mar 22, 2024 · Advisor changed firm · fact
Vincent Dallo left Eagle Strategies Llc for Cetera Advisors Llc (registered 2024-02-01)
Feb 8, 2024 · Advisor changed firm · fact

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: Independent wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address