Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Vaccaro is a registered investment advisor representative and has been in the financial services industry since July 2009. Michael is currently affiliated with Gallagher Fiduciary Advisors, LLC and holds Series 6, 7, 9, 10, 63, and 66 licenses. Michael has been a member of the financial services industry for over 14 years and has worked with firms such as Morgan Stanley, M.S. Howells & Co., Raymond James Financial Services, Inc., and Triad Advisors LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/08/2023 - Present
Gallagher Fiduciary Advisors, LLC (Homdel NJ)
VA
07/28/2023 - 08/23/2024
TRIAD ADVISORS LLC (Richmond VA)
NJ
06/21/2021 - 10/11/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (MORRISTOWN NJ)
NJ
11/04/2019 - 06/30/2021
M. S. HOWELLS & CO. (MORRISTOWN NJ)
NJ
06/03/2013 - 04/18/2019
MORGAN STANLEY (FLORHAM PARK NJ)
NJ
07/15/2010 - 06/10/2013
DAVID LERNER ASSOCIATES, INC. (PRINCETON NJ)
NJ
09/15/2008 - 05/25/2010
NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)
BOTH
Issued 04/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/29/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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