NV
NV

Nick Frank Vaccari

12 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
429 clients
Average Client Portfolio
$138.1M average
Assets Under Management
$59.3B

Fee Structure

Financial Planning:Investment management only
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Location

111 West Ocean Blvd, 4th Floor, Long Beach, CA, 90802

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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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Employment History
Current Registrations
Meeder Distribution Services, INC.Broker
August 2025 - Present · 6 mos
Meeder Public Funds, INC.
February 2019 - Present · 7 yrs
Previous Registrations
Meeder Distribution Services, INC.Broker
February 2019 - July 2021 · 2 yrs 5 mos
Meeder Investment Management, INC.
May 2017 - February 2018 · 9 mos
Meeder Investment Management, INC.Broker
March 2012 - January 2018 · 5 yrs 10 mos
State Registrations12 states
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Advisor
Exams
No exam information available for this advisor.