Gregory
Vacca

Money Concepts Capital Corp

CRD#1628769
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

Gregory Vacca is a certified financial planner operating in Palm Beach Gardens, Florida who has 3 years of relevant experience. Vacca is an advisor for Money Concepts Capital Corp. Over the course of their career, they have held roles at Savedaily.Com, Inc, Vacca Insurance Services, Fintegra, LLC, Savy Securities LLC, The Leaders Group Inc, Sorrento Pacific Financial, LLC and Money Concepts Capital Corp. Vacca maintains a Series 63 license, designating them as a securities agent, and can serve investors in California. Money Concepts Capital Corp is an advisory firm that has its headquarters in Palm Beach Gardens, FL. The company has offices in 24 locations and a total of 429 advisors. It controls $3 billion in assets between its 14,957 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 41 charities and foundations. Of its 14,957 customer accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. A financial advisor's fees typically depend on which service is offered. However, fee types billed by Money Concepts Capital Corp can include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

11440 North Jog Road
Palm Beach Gardens, FL 33418

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Money Concepts Capital Corp Brokerage Details

Total Assets Under Management

$2,644,047,829

FL Average: $1,855,561,029
Total Number of Employees

429

FL Average: 62
Total Number of Accounts

14,957

FL Average: 2,474
Average Account Size

$176,777

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Gregory Vacca Work History

Gregory has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Money Concepts Capital Corp

1980 - Present (44 years)

Vacca Insurance Services

2016 - 2018 (2 years)

Sorrento Pacific Financial, LLC

2015 - 2016 (1 year)

The Leaders Group Inc

2013 - 2013 (< 1 year)

Fintegra, LLC

2013 - 2016 (3 years)

Savy Securities LLC

2011 - 2016 (5 years)

Savedaily.Com, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gregory Vacca to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Money Concepts Advisory Service

Ryan Mcdaniel
Palm Beach Gardens, FL
Nicole Burczyk
Palm Beach Gardens, FL
Lorena Corral
Mcallen, TX
Daniel Nitsch
Saint Peters, MO
William Terry
Palm Beach Gardens, FL
Kirk Paulsen
Palm Beach Gardens, FL
Helen Dao
Palm Beach Gardens, FL
Jason Grosse
Saint Peters, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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