Vincenzo Ursino
Investment adviser representative at Innovative Private Wealth Management Inc.
11 yearsExperience
1 stateRegistered in
$367MFirm assets
3 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
Experience
11 years in the industry.
- Exemplar CapitalSep 2026 to now
- Innovative Private Wealth Management Inc.Apr 2026 to now
- Coastal Palm Capital GroupDec 2024 to Apr 2026
- Phx Financial, Inc.Oct 2021 to Dec 2024
- Wilmington Capital Securities, LLCJul 2015 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Innovative Private Wealth Management Inc.
$367MAssets managed
417Clients
12Advisers
3 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
- 5670361
- Firm CRD
- 324586