Vincent Joseph Stancato
Investment adviser representative at Steward Partners Investment Advisory, LLC
12 yearsExperience
4 statesRegistered in
$36.7BFirm assets
10 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
Experience
12 years in the industry.
- Steward Partners Investment Advisory, LLCJun 2026 to now
- Steward Partners Global Advisory, LLCJun 2026 to now
- Steward Partners Investment Solutions, LLCJun 2026 to now
- Rockefeller Financial LLCApr 2025 to Jun 2026
- Rockefeller Financial LLCMay 2023 to Mar 2025
- MFS Fund Distributors, Inc.Dec 2019 to May 2023
- Natixis Investment ManagersOct 2014 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 4 states (LA, MA, NH, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 7211586
- Firm CRD
- 283004