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Dario Joseph Vacco

CONFIDENTIAL PLANNING I, LLC·EAST SYRACUSE, New York
Clean recordCONFIDENTIAL PLANNING I, LLC
5845 WIDEWATERS PARKWAY, EAST SYRACUSE, NY 13057CRD# 5295236Firm CRD# 145807

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dario Joseph Vacco · EAST SYRACUSE, NY
Registration
CRD #5295236 · CONFIDENTIAL PLANNING I, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Dario Joseph Vacco is a registered financial advisor based in EAST SYRACUSE, New York, affiliated with CONFIDENTIAL PLANNING I, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Fee-Only Advisory
Client Types
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CONFIDENTIAL PLANNING I, LLC
CONFIDENTIAL PLANNING I, LLC
AUM
$54M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CONFIDENTIAL PLANNING I, LLC →
Services
Financial planning
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5295236
Firm CRD# 145807
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dario Joseph Vacco offer?
Dario Joseph Vacco specializes in Financial Planning, Fee-Only Advisory. Contact their office in EAST SYRACUSE, New York for a consultation.
What are Dario Joseph Vacco's credentials?
Dario Joseph Vacco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dario Joseph Vacco located?
Dario Joseph Vacco is based in EAST SYRACUSE, New York, working with CONFIDENTIAL PLANNING I, LLC. Their office serves clients in the EAST SYRACUSE metropolitan area and surrounding communities.
How does Dario Joseph Vacco charge for services?
Dario Joseph Vacco's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONFIDENTIAL PLANNING I, LLC?
CONFIDENTIAL PLANNING I, LLC has approximately 9 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CONFIDENTIAL PLANNING I, LLC

John Shehadi
SYRACUSE, NY
Mark Vislosky
SYRACUSE, NY
Roberta Kramer Scanlon
SYRACUSE, NY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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