Vincent Michael Zaccaria

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 05/2015 → 04/2017
  Jh Darbie & Co
  New York, NY
• 04/2017 → 10/2018
  New York Life Insurance Company
  Saddle Brook, NJ
• 05/2017 → 10/2018
  Nylife Securities, Llc
  Saddle Brook, NJ
• 11/2016 → 04/2017
  East Coast Pre-Owned Office Furniture
  Fairfield, NJ
• 06/2017 → 10/2018
  Eagle Stategies Llc
  Saddle Brook, NJ
• 08/2017 → 10/2018
  Cornerstone Planning Group Llc
  Fairfield, NJ
• 10/2018 → 03/2019
  Ameriprise Financial Services, Inc.
  Paramus, NJ
• 05/2018 → Present
  Charles Schwab & Co., Inc.
  Jersey City, NJ
• 05/2019 → 10/2025
  Charles Schwab Bank
  Jersey City, NJ
• 10/2025 → Present
  Schwab Wealth Advisory Inc.
  Jersey City, NJ

Previous Registrations

• 2018-10-29 → 2019-03-19
  Ameriprise Financial Services, Llc
  Paramus, NJ
• 2017-06-30 → 2018-10-18
  Eagle Strategies Llc
  Fairfield, NJ

Exams

• S66 Uniform Combined State Law Examination
  2017-06-14

Designations

• Certified Financial Planner

Other Names

• Vincent M Zaccaria
• Vincent Michael Zaccaria
• Vincent Zaccaria