Vincent Dagnese is an investment adviser representative (IAR) with state registration records since 2015, appearing at 7 firms. Currently registered with WESTCHESTER WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| WESTCHESTER WEALTH MANAGEMENT | 2026-04-24 | present | Yes |
| EQUITY SERVICES, INC. | 2025-05-28 | 2025-08-07 | — |
| PRINCIPAL SECURITIES, INC. | 2023-10-03 | 2024-01-11 | — |
| PRUCO SECURITIES, LLC | 2020-12-09 | 2022-11-14 | — |
| INDEPENDENT ADVISOR ALLIANCE, LLC | 2019-04-02 | 2020-12-14 | — |
| MML INVESTORS SERVICES, LLC | 2017-03-25 | 2019-03-13 | — |
| MSI FINANCIAL SERVICES, INC. | 2015-07-20 | 2017-03-25 | — |