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Vincent Michael Farasciano

Innovative Wealth Management

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About Vincent Michael Farasciano

Vincent Farasciano is an investment advisor representative with Innovative Wealth Management. Vincent has been in the financial services industry since 1998. Vincent holds licenses in Connecticut, New York, Pennsylvania, and Texas. Vincent's areas of specialization are financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Vincent Farasciano is currently registered with Innovative Wealth Management. Innovative Wealth Management is an independent financial advisory firm with 4 licensed professionals. The firm manages approximately $7,834,457 in assets for 93 clients. Innovative Wealth Management primarily serves high-net-worth individuals and individuals other than high-net-worth with financial planning, pension consulting, and portfolio management services.

$7.83M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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percentage of assets

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

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Vincent Farasciano’s Registration & Firm History

CT

06/21/2021 - Present

Innovative Wealth Management (TRUMBULL CT)

CT

05/26/2016 - 04/15/2020

BANKERS LIFE SECURITIES, INC. (MILFORD CT)

CT

06/01/2010 - 05/26/2016

PROEQUITIES, INC. (MILFORD CT)

CT

06/01/2005 - 05/14/2010

UVEST FINANCIAL SERVICES GROUP, INC. (MILFORD CT)

MO

07/16/2004 - 05/18/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

TX

10/02/2003 - 01/08/2004

AFS BROKERAGE, INC. (AUSTIN TX)

MA

03/19/2001 - 09/16/2002

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

03/19/2001 - 09/16/2002

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

07/19/2000 - 02/09/2001

EWEALTH SECURITIES, INC. (WHITE PLAINS NY)

NJ

09/03/1999 - 08/01/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

12/03/1998 - 08/26/1999

FIRST REPUBLIC GROUP, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/24/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vincent Michael Farasciano.
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