William Vaccacio, financial advisor Hunt Valley MD

William Vaccacio

CRD Number: 6740911
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

William Vaccacio (CRD# 6740911) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has over 2 years of experience in the finance industry.

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Founders Financial Securities, LLC
Company Name Location Dates Years
Bank Of America, N.a. Hunt Valley, MD Apr 2020 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley, MD Jul 2019 - Current 1
Nylife Securities LLC Timonium, MD Oct 2017 - Jun 2019 1
New York Life Insurance Company Timonium, MD Dec 2016 - Jun 2019 2
Unemployed Monkton, MD Sep 2016 - Dec 2016 < 1
Kohl's Department Stores Monkton, MD Feb 2014 - Sep 2016 2
Frostburg State University Frostburg, MD Jan 2013 - Dec 2013 < 1
Frostburg State University Frostburg, MD Aug 2009 - Dec 2013 4
Aai Corporation/textron Hunt Valley, MD Jul 2010 - Aug 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2018
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for William A. Vaccacio
Phone Number: 800-637-7455
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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