Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Dominick Crudo is a financial advisor with over 30 years of experience in the industry. Vincent currently works at Janney Montgomery Scott LLC in Westbrook, Connecticut. Vincent has a broad range of experience working with individuals, families, corporations and charitable organizations. Vincent is registered with the state of Connecticut as an investment advisor representative and holds FINRA Series 7, 3, 31, and SIE licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
CT
05/26/2021 - Present
Janney Montgomery Scott LLC (Westbrook CT)
CT
08/21/2009 - 05/25/2021
RBC CAPITAL MARKETS, LLC (HARTFORD CT)
CT
06/01/2009 - 09/14/2009
MORGAN STANLEY SMITH BARNEY (NEW HAVEN CT)
CT
03/07/1990 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW HAVEN CT)
NY
07/21/1987 - 03/26/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 08/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 10/10/1988
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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