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Vincent Jay Intiso

Investment adviser representative at LPL Financial LLC
12 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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
  • Seminars and workshops

Experience

12 years in the industry.

  1. Newedge Advisors, LLC.Mar 2025 to now
  2. LPL Financial LLCJun 2022 to now
  3. Pelican ShopsMay 2021 to Jul 2021
  4. La GratellaJun 2020 to Feb 2021
  5. Bottle KingDec 2019 to Feb 2020
  6. The College of New JerseySep 2018 to Jun 2022
  7. Roxbury Summer CampJun 2018 to Jun 2020
  8. Roxbury Bagel and DeliSep 2016 to May 2018
  9. Complete Player Baseball FacilityOct 2015 to Mar 2018
  10. Roxbury High SchoolSep 2014 to Sep 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (NJ, TX).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
7586125
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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