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JV

Joseph M. Vaccaro

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CRD#: 4256109
JV

Professional summary


Joseph Marc Vaccaro was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Joseph Marc Vaccaro, who also goes by Joseph Marc Vaccaro Mr., was a registered financial advisor .

Joseph is a previously registered financial advisor and started their career in finance in 2000. Joseph had worked at 6 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph Marc Vaccaro Mr.

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 1, 2010 - June 6, 2012

FUSION ANALYTICS INVESTMENT PARTNERS LLC

RIA
CRD#: 139321
NEW YORK, NY
Past

October 22, 2010 - December 23, 2011

FUSION ANALYTICS SECURITIES LLC

BD
CRD#: 124245
CORAL SPRINGS, FL
Past

December 16, 2009 - November 3, 2010

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
NEW YORK, NY
Past

December 8, 2009 - November 3, 2010

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

October 12, 2007 - December 22, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
NEW YORK, NY
Past

October 12, 2007 - December 22, 2009

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
NEW YORK, NY
Past

February 10, 2006 - October 22, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 13, 2003 - March 3, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
FLORHAM PARK, NJ
Past

October 23, 2000 - March 3, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
FLORHAM PARK, NJ

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/15/2000
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


FA
FUSION ANALYTICS INVESTMENT PARTNERS LLC
CK ASSET MANAGEMENT LLC | MICHAEL CONTE, SOLE PROPRIETOR | FUSION ANALYTICS INVESTMENT PARTNERS LLC

CRD#: 139321 / SEC#: 801-71058

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Contact information


Main Address
7301 Wiles Road Suite 104, Coral Springs, FL 33067
Mailing Address
Phone number
(954) 345-2888
Established
Firm type
Fiscal year end
# of Employees
9

Documents


Latest Form ADV

Part 2 Brochures

Regulatory assets under management


Total Number of Accounts500
AUM (Assets Under Management)$ 50,000,000

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


FUSION ANALYTICS INVESTMENT PARTNERS LLC

CRD#: 139321

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