Vincent Edward Velicov
Investment adviser representative at Revolve Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
9 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 fee
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.
- Revolve Wealth Partners, LLCNov 2025 to now
- UnemployedJun 2025 to Nov 2025
- Leonis Securities LLCMay 2023 to Jun 2025
- Jefferies LLCMar 2021 to Mar 2023
- Stifel, Nicolaus & Company, IncorporatedJul 2019 to Mar 2021
- Canaccord Genuity LLCMar 2019 to Jun 2019
- Petsky Prunier, LLCApr 2018 to Jun 2019
- Petsky Prunier Securities, LLCApr 2018 to Feb 2019
- Silver Lane Advisors LLCMay 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Revolve Wealth Partners, LLC
$1.4BAssets managed
698Clients
14Advisers
9 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
- 6653690
- Firm CRD
- 286643