Anthony R. Vaccaro, CFA®

In April 21, 2017
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Wealth Management Advisor

Anthony strives to add value to the client – adviser relationship in three key areas; investment management, client service, and financial planning.  Anthony began his career in the wealth management industry in 2001 after graduating from the University of Dayton with a degree in finance.  He has a breadth of experience from managing the operations of large multi-national firms with branches in Syracuse and Rochester, to being a portfolio manager for a local boutique firm.   In 2014, Anthony achieved a significant professional milestone in becoming a Chartered Financial Analyst (CFA®) charter holder.   A Rochester native, Anthony now resides with his wife and two sons in Ontario, NY.

Info

Securities offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPC
Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor.
Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.

Prentice Wealth Management, LLC (PWM) is a Registered Investment Advisor that is registered with the United States Securities and Exchange Commission (“SEC”) and is notice filed in the state of New York and Florida. PWM only provides investment advisory services in states where it is notice filed or where it qualifies for an exemption. Our Form ADV is available upon request.

William J. Prentice II AWMA®, CFP®, CIMA® is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, IN, MD, MA, MI, NJ, NY, NC, OR, PA, RI, SC and TX.

Member, Security Investor Protection Corporation


Investor Education Foundation