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Dario Joseph Vacco

CONFIDENTIAL PLANNING I, LLC·EAST SYRACUSE, New York
SIE, Series 7, Series 66Clean record5 years registeredCONFIDENTIAL 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 · 5 years registered
Brand Profile
Not yet started
01

Career History

PINNACLE INVESTMENTS, LLC
Apr 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 12, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONFIDENTIAL PLANNING I, LLC
CRD 145807 · SEC 801-69184
AUM
$54M
Regulatory assets under management
Employees
9
17 client accounts
Services offered by CONFIDENTIAL PLANNING I, LLC
Per Form ADV
Financial planning
Other
Client types served by the firm
Per Form ADV
High Net Worth Individuals
View all advisors at CONFIDENTIAL PLANNING I, LLC →
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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

Roberta Kramer Scanlon
SYRACUSE, NY

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