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Vincenzo Fragomeni

Investment Adviser Representative at WEALTHSPIRE RETIREMENT ADVISORY

Bethesda, MDCRD #4367585Dual-registered

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

20 yrs

States Registered

1 states

Exams Passed

3

Registrations & licenses

Registration type

Dual-registered

Registered in 1 states

Maryland

Examinations passed

Series 66

Uniform Combined State Law Examination

Passed 4/21/2005

SIE

Securities Industry Essentials Examination

Passed 10/1/2018

Series 7

General Securities Representative Examination

Passed 2/22/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Wealthspire Retirement Advisory Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEALTHSPIRE RETIREMENT ADVISORYCurrent

4/20/2023 – Bethesda, MD

NFP RETIREMENT INC.

12/1/2022 – 3/28/2023Bethesda, MD

KESTRA ADVISORY SERVICES, LLC

3/17/2021 – 12/1/2022Bethesda, MD

COMMONWEALTH FINANCIAL NETWORK

10/27/2017 – 4/2/2019Rockville, MD

PLANNING SOLUTIONS GROUP, LLC

1/29/2015 – 11/15/2017Fulton, MD

TRIAD ADVISORS, INC.

2/18/2015 – 10/13/2017Fulton, MD

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

4/16/2013 – 1/27/2015Gaithersburg, MD

PNC INVESTMENTS

10/19/2012 – 4/22/2013Clarksville, MD

PRUDENTIAL FINANCIAL PLANNING SERVICES

3/6/2012 – 9/7/2012Bethesda, MD

NEXT FINANCIAL GROUP, INC.

1/4/2011 – 1/17/2012Bethesda, MD

MORGAN STANLEY SMITH BARNEY LLC

6/1/2009 – 8/16/2010Washington, DC

CITIGROUP GLOBAL MARKETS INC.

5/9/2006 – 6/1/2009Washington, DC

LEGG MASON WOOD WALKER INC

4/27/2005 – 2/23/2006Washington, DC

AXA ADVISORS, LLC

2/25/2002 – 6/29/2002Falls Church, VA

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View WEALTHSPIRE RETIREMENT ADVISORY firm profile

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Vincenzo Fragomeni has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Vincenzo Fragomeni - Financial Advisor in Bethesda, MD | AdvisorFinder