Vincent Emil Zupo
Investment adviser representative at Schwab Wealth Advisory, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Vincent Emil Zupo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
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.
- Schwab Wealth Advisory, Inc.Jun 2026 to now
- Charles Schwab & Co., Inc.Jun 2026 to now
- UnemployedApr 2026 to Jun 2026
- Sage Rhino Capital LLCJul 2025 to Apr 2026
- UnemployedMar 2025 to Jun 2025
- Alphacore Wealth AdvisoryDec 2024 to Mar 2025
- Alphacore Wealth AdvisoryFeb 2022 to Nov 2024
- Gw&k Investment ManagementOct 2012 to Feb 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 4408548
- Firm CRD
- 159035