VINCENT RONALD GIMARELLI is an investment adviser representative (IAR) with state registration records since 2007, appearing at 10 firms. Currently registered with SOWELL FINANCIAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SOWELL FINANCIAL SERVICES, LLC | 2026-02-20 | present | Yes |
| ASSETMARK, INC. | 2024-01-31 | 2026-02-17 | — |
| ASI WEALTH MANAGEMENT & CONSULTING SERVICES | 2022-09-29 | 2023-08-07 | — |
| OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | 2021-02-08 | 2022-02-03 | — |
| MERCER GLOBAL ADVISORS INC. | 2018-04-06 | 2020-12-31 | — |
| FREESTONE CAPITAL MANAGEMENT, LLC | 2014-11-18 | 2018-03-16 | — |
| BMO FAMILY OFFICE, LLC | 2012-10-03 | 2013-04-03 | — |
| CTC CONSULTING, LLC | 2011-06-21 | 2012-07-23 | — |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2010-01-13 | 2011-05-20 | — |
| CHARLES SCHWAB & CO., INC. | 2007-07-25 | 2010-01-15 | — |