Vincent Giannattasio
A&g Financial Management · Nashville, Tennessee
Vincent Giannattasio is a fee-only financial advisor at A&g Financial Management in Nashville, Tennessee. A&g Financial Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | A&g Financial Management |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $23.5M across 146 accounts |
| SEC registration | Investment adviser representative in TN, TX · CRD 4790912 |
| Exams passed | Series 66 (2004) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | stocktwits.com/agfinancialmgt |
| Profile |
How Vincent's firm compares
- A&g Financial Management's average account is about $161,000, from its Form ADV (assets managed divided by 146 accounts).
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Questions about Vincent
Is Vincent Giannattasio a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Vincent holds no broker registration, and A&g Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Vincent charge for financial advice?
Vincent's firm, A&g Financial Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Vincent Giannattasio based?
Vincent Giannattasio is based in Nashville, Tennessee.
Is Vincent Giannattasio registered with the SEC?
Yes. Vincent Giannattasio is registered as an investment adviser representative in TN and TX (CRD 4790912), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does A&g Financial Management manage?
A&g Financial Management reports $23.5M across 146 accounts in assets under management.
How do I contact Vincent Giannattasio?
Through Vincent's website, stocktwits.com/agfinancialmgt.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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