Vincent Buttaro
Investment adviser representative at Compass Wealth
10 yearsExperience
1 stateRegistered in
$111.9MFirm assets
4 yearsFirm in business
Are you Vincent Buttaro? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Compass WealthMay 2026 to now
- Compass Retirement Group LLCMay 2026 to now
- Cetera Advisors LLCOct 2024 to May 2026
- Cetera Financial Specialists LLCOct 2024 to May 2026
- Cetera Investment Advisers LLCOct 2024 to May 2026
- Cetera Investment Services LLCOct 2024 to May 2026
- Cetera Wealth Services, LLCOct 2024 to May 2026
- Ae Financial Services, LLCNov 2022 to Oct 2024
- Ae Wealth Management, LLCNov 2022 to Oct 2024
- Edward JonesSep 2016 to Oct 2022
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (KS).
Compass Wealth
Legal name: Compass Retirement Group LLC
$111.9MAssets managed
766Clients
7Advisers
4 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
- 6156731
- Firm CRD
- 282420