# VINCENT RONALD GIMARELLI

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.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SOWELL FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/127145) | 2026-02-20 | present | Yes |
| [ASSETMARK, INC.](https://search.stillhousedata.com/firm/109018) | 2024-01-31 | 2026-02-17 | — |
| [ASI WEALTH MANAGEMENT & CONSULTING SERVICES](https://search.stillhousedata.com/firm/108138) | 2022-09-29 | 2023-08-07 | — |
| [OSBORNE PARTNERS CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/108100) | 2021-02-08 | 2022-02-03 | — |
| [MERCER GLOBAL ADVISORS INC.](https://search.stillhousedata.com/firm/147363) | 2018-04-06 | 2020-12-31 | — |
| [FREESTONE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/145711) | 2014-11-18 | 2018-03-16 | — |
| [BMO FAMILY OFFICE, LLC](https://search.stillhousedata.com/firm/110264) | 2012-10-03 | 2013-04-03 | — |
| [CTC CONSULTING, LLC](https://search.stillhousedata.com/firm/147053) | 2011-06-21 | 2012-07-23 | — |
| [EVERGREEN CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/104931) | 2010-01-13 | 2011-05-20 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2007-07-25 | 2010-01-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1969451)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1969451.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.