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Vincent Travagliato

Wealthwise, LLC

Mount Kisco, NY

White Plains, NY

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Current Employers
Wealthwise, Llc

Mount Kisco, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-22
  • NY RA
    APPROVED
    Since 2021-11-22

Branch Locations

Mount Kisco, NY • United States

1 North Lexington Ave 11, White Plains, NY 10601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Travagliato Law Firm Chappaqua NY 07/2010 Present
Sagepoint Financial Chappaqua NY 06/2012 Present
Delbello Donnellan White Plains NY 02/2015 Present
Wealthwise, Llc White Plains NY 01/2021 Present
  • 07/2010 → Present
    Travagliato Law Firm
    Chappaqua, NY
  • 06/2012 → Present
    Sagepoint Financial
    Chappaqua, NY
  • 02/2015 → Present
    Delbello Donnellan
    White Plains, NY
  • 01/2021 → Present
    Wealthwise, Llc
    White Plains, NY
Previous Registrations
  • 2012-06-27 → 2013-12-11
    Osaic Services, Inc.
    Washington, NY
    Scottsdale, AZ
    Chappaqua, NY
  • 2009-04-02 → 2010-07-23
    Barclays Capital Inc.
    New York, NY
Other Businesses

Trust/estate lawyer. No investment work or commissions therefrom.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-01
S63 Uniform Securities Agent State Law Examination 2002-02-14
  • S66 Uniform Combined State Law Examination
    2009-04-01
  • S63 Uniform Securities Agent State Law Examination
    2002-02-14
Other Names
  • Vincent C Travagliato

View on SEC IAPD

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