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Vincent Michael Berardinelli

VANTAGE FINANCIAL GROUP, INC.·CLEVELAND, Ohio
Unclaimed Profile
6200 ROCKSIDE ROAD, CLEVELAND, OH 44131CRD# 5081912Firm CRD# 105950
01

About

Vincent Michael Berardinelli is a registered financial advisor based in CLEVELAND, Ohio, affiliated with VANTAGE FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VANTAGE FINANCIAL GROUP, INC.
VANTAGE FINANCIAL GROUP, INC.
AUM
$720M
Regulatory assets under management
Employees
63
Total firm employees
View all advisors at VANTAGE FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5081912
Firm CRD# 105950
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Vincent Michael Berardinelli offer?
Vincent Michael Berardinelli specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Vincent Michael Berardinelli's credentials?
Vincent Michael Berardinelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vincent Michael Berardinelli located?
Vincent Michael Berardinelli is based in CLEVELAND, Ohio, working with VANTAGE FINANCIAL GROUP, INC.. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Vincent Michael Berardinelli charge for services?
Vincent Michael Berardinelli's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VANTAGE FINANCIAL GROUP, INC.?
VANTAGE FINANCIAL GROUP, INC. has approximately 63 employees and manages $720M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
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Research
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