DV
DV

David Vaccaro

3 Years of Experience
Huntington, NY
BrokerSells Insurance

David Vaccaro is a registered investment advisor at Cetera Investment Advisers LLC, based in Huntington, NY, with 3 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

50 Stewart Avenue Ste 2, Huntington, NY, 11743

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

David is president of Long Island Employee Benefits Group Ltd, managing employee benefits including health insurance sales and retirement plan administration, taking about 10-20% of his time. He is also an owner of Vaccaro & Prisco LLP (law firm) but has not provided legal services since 2013, and a financial professional at North Ridge Wealth Planning LLC, spending a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2023 - Present · 2 yrs 8 mos
Cetera Wealth Services, LLCBroker
October 2022 - Present · 3 yrs 7 mos
State Registrations1 state
NY
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.