Patrick Vaccaro is a registered investment advisor at Morgan Stanley, based in Deerfield, IL, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
111 South Pfingsten Road, Suite 200, Deerfield, IL, 60015
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
May 2020 - Present · 6 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
June 2007 - February 2020 · 12 yrs 8 mos
UBS Financial Services INC.Broker
February 2007 - February 2020 · 13 yrs
Hewitt Financial Services LLCBroker
June 2005 - January 2007 · 1 yr 7 mos
Banc One Securities CorporationBroker
April 2003 - May 2005 · 2 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.