Vincenzo Costanzo
Investment adviser representative at Daymark Wealth Partners, LLC
14 yearsExperience
1 stateRegistered in
$5BFirm assets
4 yearsFirm in business
Are you Vincenzo Costanzo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Daymark Wealth Partners, LLCMay 2026 to now
- Morgan Stanley Private Bank, N.A.Jan 2015 to now
- Morgan StanleyNov 2012 to May 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (OH).
Daymark Wealth Partners, LLC
$5BAssets managed
2,107Clients
37Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2034704
- Firm CRD
- 320878