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Vincent Dominic Barone

Aaron Wealth Advisors

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About Vincent Dominic Barone

Vincent Barone is an active Investment Advisor Representative (IAR) in the state of Illinois. Vincent is currently registered with Aaron Wealth Advisors and has been registered since February 4, 2019. Prior to that, Vincent was registered with Wells Fargo Clearing Services, LLC from December 14, 2016 to January 16, 2019. Vincent has passed the Series 7, Series 66 and SIE exams. Vincent has a specialization in retirement planning, financial planning and insurance. Vincent has experience working with individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations and other businesses. Vincent is currently employed at the Chicago office of Aaron Wealth Advisors.

Firm Information

Vincent Barone is currently registered with Aaron Wealth Advisors. Aaron Wealth Advisors is a registered investment advisor located in Chicago, IL. They provide a variety of advisory services including portfolio management for individuals, businesses, and charitable organizations. With a focus on financial consulting, they manage over $1.9 billion in assets for clients. They have a team of 12 investment advisors with experience in serving high-net-worth individuals, insurance companies, pension plans, and corporations. They are known for their commitment to personalized financial planning and providing tailored investment strategies to help clients achieve their financial goals.
Aaron Wealth Advisors

515 N. STATE ST.

CHICAGO, IL 60654

$1.95B

Assets Under Management

Not reported

Total Clients

9

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

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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percentage of assets

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

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Vincent Barone’s Registration & Firm History

IL

02/04/2019 - Present

Aaron Wealth Advisors (CHICAGO IL)

IL

12/14/2016 - 01/16/2019

WELLS FARGO CLEARING SERVICES, LLC (DEERFIELD IL)

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Licenses & Designations

BOTH

Issued 08/28/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vincent Dominic Barone.
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