Troy Matthew Vincent

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2007 → 12/2022
  Edward Jones
  St Louis, MO
• 12/2022 → Present
  Commonwealth Financial Network
  Waltham, MA
• 12/2022 → Present
  Cedarwood Financial Partners
  Olean, NY

Previous Registrations

• 2007-10-17 → 2022-12-06
  Edward Jones
  Olean, NY
  Olean, NY
  Eldred, PA
  Eldred, PA
  St Louis, MO

Other Businesses

1. Co-Owner, Penns Wood's Properties LLC, a private entity created for the purpose of buying & managing real estate in Shinglehouse, PA, Martinsville, IL and Olean, NY, as of 01/01/2008; 0% time spent during business hours; Not Conducted at branch; Investment related. 2. Fixed insurance sales; Located in Olean, NY, as of 12/02/2022, 5% time spent during business hours; Conducted at branch location; Investment related. 3. Co-Owner, Cedarwood Financial Partners, LLC, a private entity established to facilitate advisory business; as of 12/02/2022; 100% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2007-10-11
• S63 Uniform Securities Agent State Law Examination
  2005-04-25