Vincent
Munno

Simplicity Wealth

CRD#1346702
Investment Advisor
in Largo, FL

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About this Advisor

Vincent Munno is a financial advisor based in Largo, Florida, working with Simplicity Wealth. Vincent has previously held positions at Broker Insurance Marketing Dba Ida Of Fl, Mutual Trust Co. Of America Securities, Universal Financial Consultant, The Leaders Group Inc, Simplicity Wealth, Vivo Apartments Longmont LLC, Vivo Living Wilmington LLC, Vivo Apartments Greenville LLC, Vivo Living Kissimmee, Vivo Apartments Omaha LLC, Vivo Living Willowbrook LLC, Vivo Apartments Owner New Braunfels LLC, Decatur Chc Lp Equity LLC, Fulton F&F High Street LLC, Petersburg Place Investors LLC, Shipyard Wilmington Investors LLC, Cow Boston Senior Living LLC, Cow Granburrysenior Living LLC, Tara Hills Knoxville Investors LLC, Cow Ocean View Portfolio LLC, 1499 Gulf LLC, Vc Realty LLC, Sunshine On Ulmerton, Sunshine On Court, and Sunshine On Missouri. Vincent has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Vincent is part of Simplicity Wealth, which operates out of Largo, Florida. The firm has 52 offices and 242 employees. Simplicity Wealth manages assets totaling $3.6 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Simplicity Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1499 Gulf To Bay Blvd
Largo, FL 33770

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Simplicity Wealth Brokerage Details

Total Assets Under Management

$3,598,410,848

FL Average: $10,121,009,343
Total Number of Employees

242

FL Average: 92
Total Number of Accounts

10,573

FL Average: 6,978
Average Account Size

$340,340

FL Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Vincent Munno Work History

2024 - Present (2 years)

Simplicity Wealth

2024 - Present (2 years)

Sunshine On Court

2024 - Present (2 years)

Sunshine On Missouri

2023 - Present (3 years)

The Leaders Group Inc

2023 - Present (3 years)

Vc Realty LLC

2023 - Present (3 years)

Sunshine On Ulmerton

2022 - Present (4 years)

Cow Boston Senior Living LLC

2022 - Present (4 years)

Cow Granburrysenior Living LLC

2022 - Present (4 years)

Cow Ocean View Portfolio LLC

2021 - Present (5 years)

Vivo Living Kissimmee

2021 - Present (5 years)

Vivo Apartments Omaha LLC

2021 - Present (5 years)

Vivo Living Willowbrook LLC

2021 - Present (5 years)

Vivo Apartments Owner New Braunfels LLC

2021 - Present (5 years)

Decatur Chc Lp Equity LLC

2021 - Present (5 years)

Fulton F&F High Street LLC

2020 - Present (6 years)

Petersburg Place Investors LLC

2020 - Present (6 years)

1499 Gulf LLC

2019 - Present (7 years)

Shipyard Wilmington Investors LLC

2019 - Present (7 years)

Tara Hills Knoxville Investors LLC

2001 - Present (25 years)

Vivo Apartments Longmont LLC

2001 - Present (25 years)

Vivo Living Wilmington LLC

2001 - Present (25 years)

Vivo Apartments Greenville LLC

1995 - Present (31 years)

Broker Insurance Marketing Dba Ida Of Fl

1991 - Present (35 years)

Universal Financial Consultant

2015 - 2015 (< 1 year)

The Leaders Group Inc

1990 - 2023 (33 years)

Mutual Trust Co. Of America Securities

Disclosures

Please visit the SEC profile of Vincent Munno to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Simplicity Wealth

Mark Spooner
Summit, NJ
Michael Mortellaro
Summit, NJ
Braden Monahan
Lincolnshire, IL
Daniel Nicolaescu
Ponte Vedra Beach, FL
Thomas Fadden
Plymouth, MA
Sherry Hu
Pleasanton, CA
Stephen Bene
Berkeley Heights, NJ

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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