Nick
Vaccari

Meeder Public Funds, Inc

CRD#5318501
Investment Advisor
in Long Beach, CA

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About this Advisor

Nick Vaccari is a financial advisor operating out of Long Beach, California, with 4 years of relevant experience. Vaccari is on the advisory team at Meeder Public Funds, Inc. Their career trajectory has included roles at Meeder Investment Management, Inc, Renaissancetech and Fidelity National Information Services. Vaccari has a Series 65 license, qualifying them as an investment advisor representative, and can operate in California, Louisiana, Michigan, Ohio and Utah. Meeder Public Funds, Inc is an advisory firm operating out of Dublin, OH. It has offices in four locations and a total of 48 employees. It manages $25 billion in assets under management between its 516 client accounts, making it one of the biggest firms in the country by assets under management. Meeder Public Funds, Inc offers a set of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients and educational seminars. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fees charged by Meeder Public Funds, Inc can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

111 West Ocean Blvd 4Th Floor
Long Beach, CA 90802

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Meeder Public Funds, Inc Brokerage Details

Total Assets Under Management

$25,371,529,349

CA Average: $2,106,341,625
Total Number of Employees

48

CA Average: 34
Total Number of Accounts

516

CA Average: 1,972
Average Account Size

$49,169,631

CA Average: $1,068,125

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Nick Vaccari Work History

Nick has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Meeder Investment Management, Inc

2018 - 2018 (< 1 year)

Renaissancetech

2018 - 2019 (1 year)

Fidelity National Information Services

2012 - 2017 (5 years)

Meeder Investment Management, 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 Nick Vaccari 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 Meeder Public Funds, Inc

Jason Headings
Dublin, OH
Benjamin Sehy
Dublin, OH
Nick Vaccari
Long Beach, CA
Scott Gruber
Dublin, OH
Eileen Stanic
Dublin, OH
James Mccourt
Dublin, OH
Michael Kloack
Dublin, OH

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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