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Robert Michael Vincic

Investment adviser representative at Alight Financial Advisors, LLC
13 yearsExperience
1 stateRegistered in
$35.1BFirm assets
15 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 assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

13 years in the industry.

  1. Alight Financial Advisors, LLCFeb 2016 to now
  2. Aon Hewitt Financial Advisors, LLCNov 2015 to now
  3. Aon HewittJan 2013 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 1 state (IL).

Alight Financial Advisors, LLC

$35.1BAssets managed
195,957Clients
65Advisers
15 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
6581064
Firm CRD
158744
Advisor's SEC record (opens in a new tab)
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