Michael Vaccaro is a registered investment advisor at Osaic Wealth, INC., based in New York, NY, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
300 Madison Ave., Floor 28, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the head of business development at Gallagher Fiduciary Advisors, LLC, focusing on business development and recruiting. This activity takes nearly full-time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
F3logic, LLC
Raymond James Financial Services, INC.Broker
Montgomery Wealth Management, LLC
M. S. Howells & CO.Broker
Morgan Stanley
Morgan StanleyBroker
David Lerner Associates, INC.Broker
New England SecuritiesBroker
State Registrations2 states
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