Vincent Anthony Virga

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 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

• 04/2009 → 12/2023
  Madison Avenue Securities, Inc.
  Bayonne, NJ
• 05/2009 → Present
  Pfs Wealth Management Group
  Naples, FL
• 01/2023 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 06/2024 → Present
  Society Of Financial Awareness
  Naples, FL

Previous Registrations

• 2012-03-21 → 2023-12-18
  Madison Avenue Securities, Llc
  San Diego, CA
  Bayonne, NJ
  Naples, FL
  Naples, FL

Other Businesses

1. PFS WEALTH MANAGEMENT GROUP; YES INVESTMENT RELATED; 5100 TAMIAMI TRAIL N, UNIT 103, NAPLES, FL 34103; INSURANCE SALES; PRESIDENT; START DATE 05/2009; APPROX 40 HRS/MONTH; APPROX 04 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2. VINCENT A VIRGA; YES INVESTMENT RELATED; 23 WEST 8TH ST, BAYONNE, NJ 07002; AUTHOR OF BOOK AND SPEAKER; AUTHOR; START DATE 10/2015; APPROX 05 HRS/MONTH; APPROX 00 HRS/MONTH DURING TRADING; AUTHOR OF BOOK AND SPEAKER ON S.M.A.R.T. APPROACH. 3. SOFA; Yes, Investment Related; 5100 Tamiami Trail N, Unit 103, Naples, FL 34103; Non-Profit; POSITION: Course Instructor on Financial related content; START DATE: 06/2024; Approx. 10 hours a month; Approx. 4 hours during trading; Educational Events.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-04-03
• S65 Uniform Investment Adviser Law Examination
  2012-03-20

Other Names

• Vincenzo A Virga