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Thomas C. Vaccaro

BRIARCLIFF MANOR WEALTH ADVISORS
Saugerties, NY
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CRD#: 1206602
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Professional summary


Thomas Charles Vaccaro JR, who also goes by Thomas Charles Vaccaro, is a registered financial advisor currently at BRIARCLIFF MANOR WEALTH ADVISORS located in Saugerties, New York.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Thomas has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Thomas Charles Vaccaro

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BMWA Notary Services proprietor non-investment related POB 363 Saugerties, NY 12477 business established 5/2006 As a Notary Public for the State of New York, I am hired per diem by banks, title companies, attorneys and signing services to represent them at closings of residential mortgage transactions.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Thomas Charles Vaccaro JR's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 2, 2023 - Present

BRIARCLIFF MANOR WEALTH ADVISORS

RIA
CRD#: 131321
Saugerties, NY
Past

October 1, 2000 - March 6, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

April 30, 1997 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC
Past

April 13, 1995 - January 1, 1996

MARKETING ONE SECURITIES, INC.

BD
CRD#: 16611
PORTLAND, OR
Past

June 7, 1991 - April 6, 1995

CAL FED INVESTMENTS

BD
CRD#: 19631
SACRAMENTO, CA
Past

September 12, 1989 - June 25, 1991

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL
Past

April 13, 1989 - September 16, 1989

WILLIAM M. CADDEN & CO., INC.

BD
CRD#: 16363
Past

April 18, 1985 - February 27, 1989

EMPIRE NATIONAL SECURITIES, INCORPORATED

BD
CRD#: 7361
Past

December 13, 1983 - June 18, 1985

SIGNATOR INVESTORS, INC.

BD
CRD#: 468

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(3/2/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/7/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BM
BRIARCLIFF MANOR WEALTH ADVISORS
BRIARCLIFF MANOR WEALTH ADVISORS | THOMAS C VACCARO | BRIARCLIFF MANOR WEALTH ADVISORS INC

CRD#: 131321 / SEC#:

New York
Registered Investment Advisory firm - (3/2/2023 Approved)
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Contact information


Main Address
Saugerties, NY
Mailing Address
Phone number
(914) 923-0332
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts3
AUM (Assets Under Management)$ 836,374

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BRIARCLIFF MANOR WEALTH ADVISORS

CRD#: 131321Saugerties, NY

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