Vincent
Lapietra
Wealthcare Advisory Partners LLC
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About this Advisor
Vincent Lapietra is a financial advisor based in West Chester, Pennsylvania who has 4 years of industry experience. Lapietra is on the advisory team at Wealthcare Advisory Partners LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Wealthcare Advisory Partners LLC/Dba:Sancus Wealth Management, Lpl Financial LLC and Independent Financial Partners. Lapietra holds Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to work in Florida and Texas. Wealthcare Advisory Partners LLC is an advisory firm based out of West Chester, PA. The investment advisory business has offices in 65 locations and a total of 187 financial advisors. It handles $4 billion in total assets across its 16,562 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 28 charitable organizations. Of its 16,562 customer accounts, just 12% belong to high-net-worth investors who have at least $1 million in assets. Wealthcare Advisory Partners LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice usually are based on which services the firm provides the client. Fee types billed by Wealthcare Advisory Partners LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthcare Advisory Partners LLC Brokerage Details
$3,907,398,739
187
16,562
$235,926
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
Vincent Lapietra Work History
Vincent has been registered as a financial advisor for 4 years.*
Wealthcare Advisory Partners LLC/Dba:Sancus Wealth Management
Lpl Financial LLC
Independent Financial Partners
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*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 Vincent Lapietra 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 Wealthcare Advisory Partners LLC
West Chester, PA
West Chester, PA
West Chester, PA
Crozet, VA
Lucas, TX
Harleysville, PA
Cedar Rapids, IA
West Chester, PA
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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