Troy
Vincent

Commonwealth Financial Network

CRD#4909403
Investment Advisor
in Olean, NY

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About this Advisor

Troy Vincent is a financial advisor based out of Olean, New York with a total of 1 year of relevant experience. Vincent is an employee of Commonwealth Financial Network. During their career, the advisor has held roles at Edward Jones, Commonwealth Financial Network and Cedarwood Financial Partners. Vincent holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to operate in New York and Pennsylvania. Commonwealth Financial Network is a financial advisory business that has its headquarters in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 advisors. It controls $146 billion in total assets among its 585,629 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 customer accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Commonwealth Financial Network provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules largely are based on the type of services offered. Fees charged by Commonwealth Financial Network likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

516 Main Street
Olean, NY 14760

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

NY Average: $16,012,751,954
Total Number of Employees

4,300

NY Average: 118
Total Number of Accounts

585,629

NY Average: 4,567
Average Account Size

$249,965

NY Average: $3,506,186

Investment Advisory Services

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

Troy Vincent Work History

Troy has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Commonwealth Financial Network

2022 - Present (2 years)

Cedarwood Financial Partners

2007 - 2022 (15 years)

Edward Jones

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Troy Vincent 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 Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Stephen Cefalu
Jacksonville, FL
Alejandro Biagiotti
Bedford, NH
Tyler Price
Kennewick, WA
Stephanni Sharp
San Diego, CA
Sean Roche
Waltham, MA
John Cronin
East Syracuse, NY
Sviatlana Maslava
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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