Vincent T Distefano
Investment adviser representative at Raymond James Financial Services Advisors, Inc
24 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Raymond James Financial Services Advisors, Inc.Dec 2020 to now
- Ancile AdvisorsDec 2020 to now
- Raymond James Financial Services, Inc.Dec 2020 to Jul 2022
- Orchard Park Fire DistrictDec 2018 to Apr 2026
- Bank of America, N.A.Jul 2011 to Dec 2020
- Merrill Lynch, Pierce, Fenner & Smith Inc.May 1998 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 2955745
- Firm CRD
- 149018