Vincent Maffucci
Vincent Maffucci is a CFA-designated registered investment advisor at Cadia Private Client LLC, based in Parsippany, NJ, with 12 years of industry experience. Vincent 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 122 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Location
1 Gatehall Drive, Suite 307, Parsippany, NJ, 07054
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Vincent operates Cadia Private Client for investment advice through Private Advisor Group, dedicating nearly full-time hours to it. He also holds an insurance license and uses Cadia Benefits for insurance sales, but devotes minimal time to this separate activity.
Employment History
Current Registrations
Cadia Private Client LLC
Previous Registrations
Private Advisor Group, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.