Anthony Vaccaro
Anthony Vaccaro is a CFP-designated registered investment advisor at LPL Financial LLC, based in Rochester, NY, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1150 Penfield Rd., Rochester, NY, 14625
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Regulatory History (1)
Customer Dispute
November 2018Other Business Activities
Anthony is a registered representative at Cadaret, Grant & Co. Inc. and a tax advisor and wealth analyst at Prentice Wealth Management, LLC. He spends nearly full-time hours at Prentice Wealth Management, LLC.
Employment History
Current Registrations
LPL Financial LLCBroker
Prentice Wealth Management LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Scottrade, INC.Broker
Brighton Securities CORP.Broker
Morgan Stanley Dw INC.Broker
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.