DV
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Dario Vacco

18 Years of Experience
East Syracuse, NY
BrokerSells Insurance

Dario Vacco is a registered investment advisor at Pinnacle Investments, LLC, based in East Syracuse, NY, with 18 years of industry experience. Dario operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,961 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
1,961 clients
Average Client Portfolio
$539K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$10K
Minimum Annual Fee:$100

Pinnacle Investments charges an annual advisory fee of 3.00% for AdvisorPro accounts. This fee may be negotiable based on the investment advisor representative, account size, investment complexity, use of PCM as a sub-advisor, and the level of service required. There is a minimum annual program fee of $100.00. Accounts managed by PCM generally have a minimum opening balance of $100,000.

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Location

5845 Widewaters Pkwy, Ste 300, East Syracuse, NY, 13057

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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 ActivitiesSells Insurance

Dario is the treasurer for Jamesville Grove Estates Homeowners Association, providing maintenance, insurance, and services, and has been since 2013. Dario is also a board member for Pinnacle Holding Company, LLC, dedicating a few hours per week to decision-making and company direction, and receives compensation per meeting.

Employment History
Current Registrations
Pinnacle Investments, LLC
April 2021 - Present · 5 yrs 5 mos
Pinnacle Investments, LLCBroker
August 2007 - Present · 19 yrs 1 mo
Previous Registrations
Pinnacle Investments, INC.Broker
March 2007 - July 2007 · 4 mos
State Registrations16 states
COFLGAMAMTNCNHNJNVNYOHPASCTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.