Michael Joshua Vaccaro
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
13 yearsExperience
1 stateRegistered in
$194.8BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Gallagher Fiduciary Advisors, LLCJun 2023 to now
- Triad AdvisorsJul 2023 to Aug 2024
- F3 Logic, LLCSep 2021 to May 2023
- Raymond James Financial Services, Inc.Jun 2021 to Nov 2021
- Montgomery Wealth Management, LLC.Apr 2019 to Sep 2021
- Morgan StanleyMay 2013 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Gallagher Fiduciary Advisors, LLC
$194.8BAssets managed
6,120Clients
123Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5546045
- Firm CRD
- 146509