Vincent Charles Amalfitano

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2008 → Present
  Raymond James Financial Services
  Malvern, PA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Malvern, PA

Previous Registrations

• 2004-07-02 → 2008-02-26
  Geneos Wealth Management, Inc.
  Pottstown, PA
  Montgomeryville, PA
  King Of Prussia, PA

Other Businesses

(1)Name of Business: Amalfitano Financial Group Address: 600 Eagleview Blvd, Suite 300, Exton, PA, 19341, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/17/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  1997-10-17

Other Names

• Vince Charles Amalfitano
• Vince C Amalfitano