Eric
Vacca

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6599156
Investment Advisor
in Andover, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Eric Vacca is a financial advisor who works in Andover, Massachusetts with a total of 5 years of relevant experience. Vacca is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. Throughout their career, they have worked at Tiaa- Cref Individual & Institutional Services, LLC, Tiaa, Beacon Hill Staffing Group, Lion Resources and University Of Massachusetts. Vacca has Series 63 and Series 66 licenses, qualifying them as a securities agent, and can serve investors in Massachusetts. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory company headquartered in New York, NY. The company has offices in 136 locations and a total of 1,235 financial advisors. It controls $31 billion in total assets between its 76,892 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 22 charities and foundations. Of its 76,892 client accounts, 62% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically depend on the type of services. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC likely include some blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

300 Brickstone Square Suite 102
Andover, MA 01810

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

MA Average: $7,464,549,021
Total Number of Employees

1,235

MA Average: 88
Total Number of Accounts

76,892

MA Average: 3,892
Average Account Size

$401,951

MA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Eric Vacca Work History

Eric has been registered as a financial advisor for 5 years.*

2016 - Present (8 years)

Tiaa- Cref Individual & Institutional Services, LLC

2016 - Present (8 years)

Tiaa

2015 - 2015 (< 1 year)

Beacon Hill Staffing Group

2014 - 2015 (1 year)

Lion Resources

2010 - 2014 (4 years)

University Of Massachusetts

*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 Eric 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 Advice And Planning Services

Patricia Lee
Roseland, NJ
Keval Amin
Charlotte, NC
Jeffrey Withington
Hanover, NH
Rasheed Defense
New York, NY
Anthony Roselli
Roseland, NJ
David Arndt
Lewisville, TX
Braden Danielson
Spokane, WA
Joy Massimi
Philadelphia, PA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started