Vincent Edward Velicov

Employer firm

Revolve Wealth Partners, LLC CRD 286643

$1.42B regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2016 → 04/2018
  Silver Lane Advisors Llc
  New York, NY
• 04/2018 → 02/2019
  Petsky Prunier Securities, Llc
  New York, NY
• 04/2018 → 06/2019
  Petsky Prunier, Llc
  New York, NY
• 07/2019 → 03/2021
  Stifel, Nicolaus & Company, Incorporated
  New York, NY
• 03/2019 → 06/2019
  Canaccord Genuity Llc
  New York, NY
• 03/2021 → 03/2023
  Jefferies Llc
  New York, NY
• 05/2023 → 06/2025
  Leonis Securities Llc
  New York, NY
• 11/2025 → Present
  Revolve Wealth Partners, Llc
  Hackensack, NJ
• 11/2025 → Present
  Revolve Wealth Partners, Llc
  Hackensack, NJ
• 06/2025 → 11/2025
  Unemployed
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-08
• S63 Uniform Securities Agent State Law Examination
  2016-10-20

Other Names

• Vincent E Velicov