Amy Vaccaro, financial advisor Akron OH

Amy Vaccaro

CRD Number: 2887151
Current Firm: W3 Wealth Advisors, LLC

Amy Vaccaro (CRD# 2887151) is an Investment Advisor Representative working at W3 Wealth Advisors, LLC in Akron, OH and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
W3 Wealth Management Akron, OH Oct 2020 - Current 3
W3 Wealth Advisors, LLC Akron, OH Oct 2020 - Current 3
Valmark Securities, Inc. Akron, OH Oct 2020 - Current 3
Wells Fargo Clearing Services, LLC Akron, OH Nov 2016 - Oct 2020 3
Wells Fargo Advisors LLC Akron, OH Apr 2015 - Nov 2016 1
Robert W. Baird & Company Inc. Akron, OH Oct 2008 - Apr 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for Amy D. Vaccaro
Phone Number: 330-836-3805
Firm Website: http://www.w3wealth.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

OH

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