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Dennis Spontarelli

Investment adviser representative at Emvision Capital Advisors, LLC
11 yearsExperience
2 statesRegistered in
$176.4MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Emvision Capital Advisors, LLCJun 2022 to now
  2. Commonwealth Financial NetworkJun 2022 to now
  3. LPL Financial, LLCMar 2020 to Jun 2022
  4. Cantella & Co., Inc.Dec 2015 to Mar 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law1995
  • Series 63 · Uniform Securities Agent State Law1995

State registrations

Registered as an investment adviser representative in 2 states (OH, TX).

Emvision Capital Advisors, LLC

$176.4MAssets managed
429Clients
10Advisers
1 yearIn 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
2665368
Firm CRD
337827
Advisor's SEC record (opens in a new tab)
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