Vincent S Capone
Investment adviser representative at Im Wealth Partners
15 yearsExperience
1 stateRegistered in
$123.9MFirm assets
Under 1 yearFirm 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
15 years in the industry.
- Im Wealth PartnersMay 2026 to now
- Stonex Advisors IncApr 2025 to now
- Stonex Securities IncApr 2025 to now
- UnemployedJul 2024 to Apr 2025
- Morgan Stanley Private Bank, N.AApr 2023 to Jul 2024
- Morgan Stanley Smith Barney LLCJan 2022 to Jul 2024
- UnemployedSep 2021 to Dec 2021
- Morgan StanleyJul 2021 to Sep 2021
- Trinity CollegeAug 2018 to May 2021
- Saint Joseph's UniversitySep 2017 to May 2018
- Germantown AcademySep 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
Im Wealth Partners
Legal name: Im Wealth Partners Investment Advisors LLC
$123.9MAssets managed
17Clients
9Advisers
Under 1 yearIn 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
- 7406020
- Firm CRD
- 307379