Vincent Michael Zaccaria
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Schwab Wealth Advisory, Inc.Oct 2025 to now
- Charles Schwab & Co., Inc.May 2018 to now
- Charles Schwab BankMay 2019 to Oct 2025
- Ameriprise Financial Services, Inc.Oct 2018 to Mar 2019
- Cornerstone Planning Group LLCAug 2017 to Oct 2018
- Eagle Stategies LLCJun 2017 to Oct 2018
- Nylife Securities, LLCMay 2017 to Oct 2018
- New York Life Insurance CompanyApr 2017 to Oct 2018
- East Coast Pre-owned Office FurnitureNov 2016 to Apr 2017
- Jh Darbie & CoMay 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 6692087
- Firm CRD
- 159035