Thomas Vaccaro is a CFP-designated registered investment advisor at Briarcliff Manor Wealth Advisors, based in Saugerties, NY, with 3 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3 clients with $840K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee Estimator
Location
Saugerties, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a notary public for the State of New York, hired per diem to represent banks, title companies, attorneys, and signing services at residential mortgage closings. This business was established in 2006 and is not investment-related.
Employment History
Current Registrations
Briarcliff Manor Wealth Advisors
State Registrations1 state
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