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Simone Andrea Vannoy

VANNOY ADVISORY GROUP, INC.·AUSTON, Texas
Series 65Clean record17 years registeredVANNOY ADVISORY GROUP, INC.
5900 BALCONES DRIVE, AUSTON, TX 78731CRD# 5630921Firm CRD# 145806

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Simone Andrea Vannoy · AUSTON, TX
Registration
CRD #5630921 · VANNOY ADVISORY GROUP, INC. · 17 years registered
Brand Profile
Not yet started
01

Career History

VANNOY ADVISORY GROUP, INC.
Jan 2009 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 7, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VANNOY ADVISORY GROUP, INC.
CRD 145806 · SEC 801-125019
AUM
$131M
Regulatory assets under management
Employees
2
231 client accounts
Services offered by VANNOY ADVISORY GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VANNOY ADVISORY GROUP, INC. →
Introduction

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05

Frequently Asked Questions

What services does Simone Andrea Vannoy offer?
Simone Andrea Vannoy specializes in Financial Planning, Investment Management. Contact their office in AUSTON, Texas for a consultation.
What are Simone Andrea Vannoy's credentials?
Simone Andrea Vannoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Simone Andrea Vannoy located?
Simone Andrea Vannoy is based in AUSTON, Texas, working with VANNOY ADVISORY GROUP, INC.. Their office serves clients in the AUSTON metropolitan area and surrounding communities.
How does Simone Andrea Vannoy charge for services?
Simone Andrea Vannoy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VANNOY ADVISORY GROUP, INC.?
VANNOY ADVISORY GROUP, INC. has approximately 2 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VANNOY ADVISORY GROUP, INC.

Neil Ray Vannoy
AUSTON, TX

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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