DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Michael Joshua Vaccaro
Feed of 09/14/2026
Also filed as Michael Vaccaro
At current firm
3 y
since Sep 8, 2023
In the industry
17 y
since Feb 4, 2009 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Gallagher Fiduciary Advisors, LLC institutional currentsince Sep 8, 2023 · New York, Ny
- F3logic, LLC formerNov 8, 2021 to May 19, 2023 · Homdel, Nj
- Montgomery Wealth Management, LLC formerNov 18, 2019 to Dec 10, 2021 · Morristown, Nj
- Morgan Stanley wirehouseApr 8, 2014 to Apr 18, 2019 · Morristown, Nj
Moves
a registration end followed by a registration begin elsewhere
- F3logic, LLC to Gallagher Fiduciary Advisors, LLCleft May 19, 2023, registered Sep 8, 2023 (112 days) · Other · moved with a team
- Montgomery Wealth Management, LLC to F3logic, LLCleft Dec 10, 2021, registered Nov 8, 2021 (-32 days) · Other
- Morgan Stanley to Montgomery Wealth Management, LLCleft Apr 18, 2019, registered Nov 18, 2019 (214 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
Signals
- Michael Joshua Vaccaro left F3Logic, Llc for Gallagher Fiduciary Advisors, Llc (registered 2023-09-08)May 19, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Institutional managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address