Aaron Michael 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

• 06/2024 → Present
  Jamestown Community College
  Olean, NY
• 09/2020 → 06/2024
  Olean High School
  Olean, NY
• 09/2017 → 07/2020
  Portville Central School
  Portville, NY
• 05/2015 → 07/2017
  Portville Central School
  Portville, NY
• 07/2024 → Present
  Cedarwood Financial Partners
  Olean, NY
• 07/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 06/2023 → 08/2023
  Bartlett Country Club
  Olean, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-04-08