Vincent Illuzzi

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 10/2023 → 01/2025
  J.P. Morgan Securities Llc
  Naples, FL
• 10/2023 → 01/2025
  Jpmorgan Chase Bank, N.A.
  Naples, FL
• 06/2019 → 08/2019
  Saint J Subaru
  Saint Johnsbury, VT
• 03/2021 → 10/2023
  Voyager Digital
  New York, NY
• 06/2018 → 08/2018
  Caledonian Record
  Saint Johnsbury, VT
• 06/2018 → 08/2018
  Saint J Subaru
  Saint Johnsbury, VT
• 10/2013 → 05/2018
  Unemployed
  Newport, VT
• 09/2018 → 05/2019
  Unemployed
  Newport, VT
• 09/2019 → 02/2021
  Unemployed
  Newport, VT
• 02/2023 → 09/2023
  Unemployed
  Newport, VT
• 01/2025 → Present
  Charles Schwab & Co., Inc.
  Marco Island, FL
• 01/2025 → Present
  Charles Schwab Bank, Ssb
  Marco Island, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-05-23

Other Names

• Vince Illuzzi
• Vincent Illuzzi Iii
• Vincent Illuzzi
• Vince Illuzzi
• Vincent Illuzzi
• Vince Illuzzi Iii