Vincent T Distefano

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

• 05/1998 → 12/2020
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Buffalo, NY
• 07/2011 → 12/2020
  Bank Of America, N.A.
  Buffalo, NY
• 12/2020 → 07/2022
  Raymond James Financial Services, Inc.
  Williamsville, NY
• 12/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Orchard Park, NY
• 12/2020 → Present
  Ancile Advisors
  Orchard Park, NY
• 12/2018 → 04/2026
  Orchard Park Fire District
  Orchard Park, NY

Previous Registrations

• 2004-07-23 → 2020-12-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Buffalo, NY
  Buffalo, NY

Other Businesses

(1)Name of Business: Ancile Advisors Address: 240 Redtail Suite 11B, Orchard Park, NY, 14127, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/15/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sole owner of LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-24
• S63 Uniform Securities Agent State Law Examination
  1998-03-02

Other Names

• Vincent Thomas Distefano
• Vincent T Di Stefano