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Vincent Leto

Business Development Consultant, Raymond James RIA Custody Services

Vincent Leto is a seasoned Financial Services professional with expertise in working with Registered Investment Advisors (RIAs) and Registered Representatives of wirehouse and independent broker dealer firms.

He specializes in the fee-only or hybrid business model and primarily focuses on firms in New Jersey and Delaware.

Vincent holds Series 7, 63, and 65 licenses along with Life & Health Insurance licensing.

He pursued his Bachelor's degree in Finance and Economics at William Paterson University of New Jersey.

With a rich and diverse professional background, Vincent has served in various key roles including Business Development Consultant at Raymond James RIA Custody Services, Vice President of Business Development at Axos Advisor Services (a subsidiary of Axos Financial), Vice President of Institutional Sales at TD Ameritrade, RIA Consultant at TD Ameritrade, Annuity Wholesaler at New York Life Insurance Company, Mutual Fund Wholesaler at AllianceBernstein, and Financial Advisor at Morgan Stanley.

Vincent Leto
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Location

Lodi, New Jersey, United States