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April Lynn Vinciarelli

JACOBI CAPITAL MANAGEMENT, LLC·PITTSTON, Pennsylvania
Clean recordJACOBI CAPITAL MANAGEMENT, LLC
154 ENTERPRISE WAY, PITTSTON, PA 18640CRD# 4136635Firm CRD# 147663

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
April Lynn Vinciarelli · PITTSTON, PA
Registration
CRD #4136635 · JACOBI CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

April Lynn Vinciarelli is a registered financial advisor based in PITTSTON, Pennsylvania, affiliated with JACOBI CAPITAL MANAGEMENT, LLC. 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
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
JACOBI CAPITAL MANAGEMENT, LLC
JACOBI CAPITAL MANAGEMENT, LLC
AUM
$1.7B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at JACOBI CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4136635
Firm CRD# 147663
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does April Lynn Vinciarelli offer?
April Lynn Vinciarelli specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSTON, Pennsylvania for a consultation.
What are April Lynn Vinciarelli's credentials?
April Lynn Vinciarelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is April Lynn Vinciarelli located?
April Lynn Vinciarelli is based in PITTSTON, Pennsylvania, working with JACOBI CAPITAL MANAGEMENT, LLC. Their office serves clients in the PITTSTON metropolitan area and surrounding communities.
How does April Lynn Vinciarelli charge for services?
April Lynn Vinciarelli's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JACOBI CAPITAL MANAGEMENT, LLC?
JACOBI CAPITAL MANAGEMENT, LLC has approximately 24 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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PITTSTON, PA

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