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Gennaro Vuono

Bestvest Investments, Ltd.

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About Gennaro Vuono

Gennaro Vuono is an investment advisor representative registered with Bestvest Investments, Ltd.. Gennaro has been in the industry since 1991 and has worked for a number of firms, including Financial Network Investment Corporation, Oppenheimer & Co. Inc., Ryan Beck & Co., Gruntal & Co., L.L.C., Legg Mason Wood Walker, Incorporated, Prudential Securities Incorporated, Smith Barney Shearson Inc., Lehman Brothers Inc., Pruco Securities Corporation, and The Prudential Insurance Company of America. Gennaro specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Gennaro is also an insurance agent with various companies. Gennaro is registered with FINRA and the state of Pennsylvania.

Firm Information

Gennaro Vuono is currently registered with Bestvest Investments, Ltd.. Bestvest Investments, Ltd. is a Corporation registered with the SEC and in 50 states. Founded in 1995, the firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and banking or thrift institutions. With 121 clients and approximately $75,186,176 in regulatory assets under management, Bestvest Investments is committed to helping clients achieve their financial goals.

$75.19M

Assets Under Management

5

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gennaro Vuono’s Registration & Firm History

PA

09/11/2015 - Present

Bestvest Investments, Ltd. (MEDIA PA)

PA

08/11/2011 - 10/19/2012

FINANCIAL NETWORK INVESTMENT CORPORATION (KING OF PRUSSIA PA)

PA

04/18/2007 - 08/17/2011

OPPENHEIMER & CO. INC. (JENKINTOWN PA)

PA

04/29/2002 - 04/27/2007

RYAN BECK & CO. (CONSHOHOCKEN PA)

NY

12/15/2000 - 05/13/2002

GRUNTAL & CO., L.L.C. (NEW YORK NY)

MD

09/04/1997 - 12/15/2000

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

MD

07/15/1997 - 08/14/1997

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NY

09/10/1993 - 07/23/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

07/31/1993 - 09/24/1993

SMITH BARNEY SHEARSON INC. (NEW YORK NY)

NY

12/07/1992 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NJ

04/02/1991 - 10/26/1992

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

04/02/1991 - 10/26/1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 12/18/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/11/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/1992

Series 7 - General Securities Representative Examination

BC

Issued 03/26/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Gennaro Vuono. Review regulatory record here.
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