Vincent John Finley

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• 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

• 11/2022 → Present
  Morgan Stanley
  Conshohocken, PA
• 11/2020 → 10/2022
  Allegis Group
  Hanover, MD
• 06/2019 → 03/2020
  Stifel
  Baltimore, MD
• 06/2018 → 08/2018
  Falcon Capital Partners
  Wayne, PA
• 08/2016 → 05/2020
  Loyola University Maryland
  Baltimore, MD
• 08/2012 → 06/2016
  Devon Preparatory School
  Devon, PA
• 06/2020 → 09/2020
  Unemployed
  Downingtown, PA

Exams

• S66 Uniform Combined State Law Examination
  2023-05-26

Other Names

• Vincent John Finley
• Vincent J Finley