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. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1150 Penfield Rd., Rochester, NY, 14625
Get directionsHistory
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.
Exams
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