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Christopher Brian Vaccaro

AMERITAS ADVISORY SERVICES
Irvine, CA
·CRD# 2043971·36 years experience

Professional Summary

Christopher Brian Vaccaro, who also goes by Chris Vaccaro, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Irvine, California and AMERITAS INVESTMENT COMPANY, LLC located in Folsom, California. Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Christopher has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 52, Series 62, Series 22,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Vaccaro

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

36 years in the financial services industry

Current & Past Employments

AMERITAS ADVISORY SERVICES, LLC·CRD# 317245
RIA
1. 3333 Michelson Dr, Irvine, CA 926122. 620 Coolidge Dr Ste 190, Folsom, CA 95630
November 1, 2021 - Present
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
1. 620 Coolidge Dr Ste 190, Folsom, CA 956302. 3333 Michelson Dr, Irvine, CA 92612
June 30, 2006 - Present
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
RIA
Lincoln, NE
June 30, 2006 - November 1, 2021
CARILLON INVESTMENTS, INC.·CRD# 14646
RIA
Cameron Park, CA
March 26, 2004 - June 30, 2006
CARILLON INVESTMENTS, INC.·CRD# 14646
BD
Cameron Park, CA
July 3, 2002 - June 30, 2006
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
BD
St. Paul, MN
March 1, 1996 - July 9, 2002
NYLIFE SECURITIES LLC·CRD# 5167
BD
New York, NY
April 23, 1990 - February 21, 1996

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Current Firm

AA
AMERITAS ADVISORY SERVICES, LLC

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - SEC (1/13/1998 Approved)

Contact Information

Main Address

5900 O Street, Lincoln, NE 68510

Phone Number

(800) 335-9858

# of Employees

797

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

45,299

AUM (Assets Under Management)

$13,746,443,625

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025Cover PageReport
07/23/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * CAPSTONE FINANCIAL GROUP; SAME AS BRANCH; INV REL; SELLING LIFE & DISABILITY INSURANCE; OWNER; START DATE=11/1989; HRS/MONTH=80; TRADING HRS/MO=40; SELLING INSURANCE * Capstone Financial Resources, Inc; same as branch; non-inv rel; selling and service of medical and dental insurance; President; start date=05/2005; hrs/mo=15; trading hrs/mo=0; recommend appropriate medical/dental insurance for our business clients

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
AMERITAS ADVISORY SERVICES, LLC

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - SEC (1/13/1998 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(7/9/2019)
RR
Alaska
(7/30/2020)
RR
Arizona
(1/4/2019)
RR
Arkansas
(7/9/2019)
RR
California
(6/30/2006)
IAR
California
(11/1/2021)
RR
Colorado
(7/9/2019)
RR
Florida
(7/9/2019)
RR
Georgia
(7/9/2019)
RR
Hawaii
(7/9/2019)
RR
Idaho
(6/30/2006)
RR
Illinois
(8/18/2020)
RR
Indiana
(5/12/2023)
RR
Iowa
(1/26/2018)
RR
Kansas
(2/19/2025)
RR
Kentucky
(3/28/2017)
RR
Louisiana
(7/9/2019)
RR
Maryland
(7/9/2019)
RR
Massachusetts
(7/9/2019)
RR
Michigan
(7/9/2019)
RR
Minnesota
(7/9/2019)
RR
Mississippi
(7/9/2019)
RR
Missouri
(9/13/2019)
RR
Montana
(6/13/2016)
RR
Nebraska
(7/9/2019)
RR
Nevada
(6/26/2015)
RR
New Jersey
(7/9/2019)
RR
New Mexico
(1/27/2015)
RR
New York
(3/27/2017)
RR
North Carolina
(7/9/2019)
RR
North Dakota
(3/12/2020)
RR
Ohio
(7/9/2019)
RR
Oklahoma
(7/9/2019)
RR
Oregon
(7/14/2006)
RR
Pennsylvania
(7/30/2008)
RR
South Carolina
(9/13/2019)
RR
South Dakota
(7/31/2019)
RR
Tennessee
(1/29/2026)
RR
Texas
(8/2/2018)
IAR
Texas
(11/1/2021)
RR
Utah
(6/7/2013)
RR
Virginia
(7/9/2019)
RR
Washington
(6/30/2006)
RR
Wisconsin
(10/2/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2004About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1990About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 52 — Municipal Securities Representative Examination

Passed Jul 2017About the Series 52 exam

Series 62 — Corporate Securities Limited Representative Examination

Passed Jul 1997

Series 22 — Direct Participation Programs Representative Examination

Passed Aug 1992About the Series 22 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 1990About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Aug 2000About the Series 24 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Aug 1996About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Brian Vaccaro's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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