AV
AV

Amy D Vaccaro

24 Years of Experience
Broker
Areas of Practice
Investment ManagementInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

90 N Miller Rd, Akron, OH, 44333

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History

Regulatory 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.

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Other Business Activities

Amy is a notary public since 2013, spending minimal time on this non-investment related activity. She also works as a Senior Registered Client Service Administrator at W3 Wealth Management, a wealth management firm, dedicating about a quarter of her time.

Employment History
Current Registrations
Valmark Securities, INC.Broker
October 2020 - Present · 5 yrs 4 mos
W3 Wealth Advisors, LLC
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2015 - October 2020 · 5 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2015 - October 2020 · 5 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
October 2008 - April 2015 · 6 yrs 6 mos
Robert W. Baird & CO. Incorporated
October 2008 - April 2015 · 6 yrs 6 mos
Natcity Investments, INC.
December 2006 - October 2008 · 1 yr 10 mos
Natcity Investments, INC.Broker
December 2000 - October 2008 · 7 yrs 10 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amy D Vaccaro - Financial Advisor | TrueAdvisor