Gregory Drew Vacca

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 05/2016
  Savedaily.COm, Inc.
  Costa Mes, CA
• 01/1980 → Present
  Vacca Insurance Services
  Newport Beach, CA
• 07/2013 → 05/2016
  Savy Securities Llc
  Seal Beach, CA
• 09/2015 → 05/2016
  The Leaders Group Inc
  Littleton, CO
• 05/2016 → 10/2018
  Sorrento Pacific Financial, Llc
  San Diego, CA
• 04/2020 → Present
  Money Concepts Capital Corp.
  Palm Beach Gardens, FL
• 11/2024 → Present
  Oak Crest Law Group
  Scottsdale, AZ

Previous Registrations

• 2018-07-26 → 2019-10-23
  Cuso Financial Services, L.P.
  Fairfield, CA
  San Diego, CA
• 2016-05-31 → 2019-10-23
  Sorrento Pacific Financial, Llc
  Fairfield, CA
• 2011-07-12 → 2016-05-31
  Savedaily.COm, Inc.
  Seal Beach, CA
• 2009-12-04 → 2011-05-19
  U.S. Bancorp Investments, Inc.
  Newport Beach, CA
  Claremont, CA
• 2005-11-07 → 2006-05-02
  Uvest Financial Services Group, Inc.
  Newport Coast, CA
  Newport Coast, CA

Other Businesses

1) Rental Property. Investment-related: Yes. Condo Owner. 630 E. Walnut St., Pasadena, CA. Private. Start date: 10/1/2013 Hours/month:4h. hours during securities trading hours:0h. Tax reporting on condo lease to Salvation Army for sober house/recovery program. Compensation: Yes 2) Vacca Insurance. Investment-related: Yes, 15 White Pine Drive, Newport Coast, CA 92657.Owner/Sole Proprietor. P&C and Health Insurance, Teaching. Start Date 9/30/1980. Hours/Month:4h. Hours during securities trading hours: 0h. Tax reporting from insurance trails. Compensation: Yes 3) Advisor Centric Trusts. Start Date 01/15/2020. 31355 Oak Crest Dr., Suite 125, Westlake Village, CA 91361. Trust, Owner, Non-investment related, 11-20% time spent on activity securities hrs. 4. Oak Crest Law Group. Non-investment related. Since 11/04/2024. Paralegal, Consultant. 11-20% of time spent on activity during securities hours. 5. Trustee for Los Ranchos Presbytery, Presbyterian Church USA. Non-investment related. since 2/1/2025, 330 West Broadway, Anaheim, CA 92805. Trustee. 1-10% time spent on activity during securities hrs. 6. HOA Santa Lucia Community 15 Monterey Drive, Newport Coast, CA 92657. Association. Start date: 09/08/2025. 15 Monterey Dr. Newport Coast, CA 92657. Board Member. Director. Attend meetings. Vote on issues affecting the residential community of 108 homes. Resolve disputes. Review the financials of the association. Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-05-20

Designations

• Certified Financial Planner

Other Names

• Greg Vacca