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Vincent J Notte

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

One Airport Place, Suite 3, Princeton, NJ, 08540

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Vincent is a statutory agent, spending minimal time on sales of insurance products. He also works as an investment advisor representative for New Century Financial Group LLC, dedicating a few hours per week to providing advisory services.

Employment History
Current Registrations
Osaic Wealth, INC.
May 2025 - Present · 9 mos
New Century Financial Group, LLC
October 2002 - Present · 23 yrs 4 mos
Osaic Wealth, INC.Broker
March 1996 - Present · 29 yrs 11 mos
Previous Registrations
MML Investors Services, INC.Broker
July 1993 - March 1996 · 2 yrs 8 mos
State Registrations5 states
FLGANJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.