Maccio Financial

Maccio Financial (CRD# 169793) is a financial advisory firm headquartered in St. John, VI. They manage $1,600,000 in 40 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $40,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, VI

Financial Advisors at Maccio Financial
Showing 1 - 1 of 1 top financial advisors.
1
Michelle R. Maccio
CRD#: 4718897
Saint John, VI
96
Wealthminder
score

Michelle Maccio (CRD# 4718897) is an Investment Advisor Representative working at Maccio Financial in Saint John, VI and has over 9 years of experience in the finance industry. Michelle Maccio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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