RV
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
18 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$77.5M
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Advisor Information
Office location
630 South Orange Avenue, Suite 301C, Sarasota, FL, 34236
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Vioni Capital Management, LLC
June 2009 - Present · 16 yrs 7 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
May 1983 - January 2004 · 20 yrs 8 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.