VESTED INVESTMENT MANAGEMENT, LLC

VESTED
WESTON, Florida·6 registered advisors·CRD# 305863
SEC# 802-1214180(347) 353-8592
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
—
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Educational seminars/workshops
Compensation
Fixed fees
Other: REFERRAL BASED FEES FOR INTRODUCTIONS TO OTHER SERVICE PROVIDERS
03

Specialties

Financial PlanningFinancial Education
04

Advisors at VESTED INVESTMENT MANAGEMENT, LLC

6 registered advisors
David John Thornton
WESTON, Florida
Jason Christopher Sullivan
CORAL GABLES, Florida
Matthew Venables
BOSTON, Massachusetts
Michael Robert Delgado
WESTON, Florida
Nat Tarbox
BOSTON, Massachusetts
Thomas Vincent Hennessey
WESTON, Florida
05

Office Locations

WESTON, Florida
3 advisors
BOSTON, Massachusetts
2 advisors
CORAL GABLES, Florida
1 advisor

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Data sourced from SEC Form ADV filings. VESTED INVESTMENT MANAGEMENT, LLC (CRD# 305863) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.