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Vittorio Bertuzzelli

Edward Jones

North Palm Beach, FL

CRD 4161518

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-08-20
FL RA APPROVED 2013-12-06
  • TX RA
    APPROVED
    Since 2014-08-20
  • FL RA
    APPROVED
    Since 2013-12-06

Branch Locations

818 U.S. Highway One Suite 1, North Palm Beach, FL 33408 • 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
Edward Jones St Louis MO 03/2000 Present
Other Businesses

Type of business: Commercial Rental Property North Palm Beach, FL Start date: 3/25/2004 Owner Hours per week: 1 Hours during trading: 1 Maintain property. * VMMM 390 Tequesta Drive LLC Type of business: Commercial Rental Property Tequesta, FL Start date: 2/1/2020 Owner Hours per week: 1 Hours during trading: 1 Maintain property. * Type of business: Residential Rental Tequesta, FL Start date: 2/1/2024 Owner Hours per week: 0 Hours during trading: 0 Maintain property. * Type of business: Residential Rental Jupiter, FL Start date: 2/3/2025 Owner Hours per week: 0 Hours during trading: 0 Maintain property (not currently renting). * Type of business: Residential Rental Tequesta, FL Start date: 6/2/2025 400 Tequesta Drive Hours per week: 0 Hours during trading: 0 Maintain property (not currently renting)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-03
S63 Uniform Securities Agent State Law Examination 2000-05-24
  • S66 Uniform Combined State Law Examination
    2013-12-03
  • S63 Uniform Securities Agent State Law Examination
    2000-05-24
Designations
  • Certified Financial Planner
Other Names
  • Victor Bertuzzelli
  • Vic Bertuzzelli
  • Vittorio Bertuzzelli

View on SEC IAPD

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