VINCENT WEALTH ADVISORS, LLC
CRD #332759 SEC #801-131070 HINGHAM, MA (781) 556-8623
SEC Registered
Total AUM
$127.3M
Discretionary
$115.7M
Employees
2
Clients
0
Accounts
268
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| VINCENT, JEFFREY, JAMES | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| VINCENT, JEFFREY, JAMES | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| VINCENT, JEFFREY, JAMES | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| VINCENT, JEFFREY, JAMES | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| VINCENT, JEFFREY, JAMES | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 28, 2025 REGISTERED
Notice Filings (3)
MA NH NY
Address
350 LINCOLN STREETSUITE 2400
HINGHAM, MA 02043
United States
Phone: (781) 556-8623