Vincenzo Franco Dastoli
Investment adviser representative at Creative Planning
16 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 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 fee
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
16 years in the industry.
- Creative Planning, LLCNov 2022 to now
- Gwfs Equities, Inc.Apr 2022 to Nov 2022
- Global Portfolio Strategies, Inc.Nov 2007 to Oct 2021
- Prudential Investment Management ServicesOct 2006 to Apr 2022
- The Prudential Insurance Company of AmericaOct 2006 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CT).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 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
- 5214238
- Firm CRD
- 105348