Vincent Joseph Buonaiuto
Investment adviser representative at Assetmark, Inc.
10 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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.
- Portfolio management
Experience
10 years in the industry.
- Assetmark, Inc.Jun 2025 to now
- Assetmark Brokerage, LLCAug 2023 to now
- Assetmark Financial Holdings, Inc.Jun 2022 to now
- Wesco Sports CenterAug 2021 to May 2022
- Dean CollegeSep 2017 to May 2021
- Cheshire AcademySep 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CT).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 7586233
- Firm CRD
- 109018