Thomas Vaccaro
Briarcliff Manor Wealth Advisors · Saugerties, New York
Thomas Vaccaro is a fee-only financial advisor at Briarcliff Manor Wealth Advisors in Saugerties, New York, who holds the CFP credential. Thomas focuses on retirement planning. Briarcliff Manor Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Thomas →
Specialties
Facts
| Firm | Briarcliff Manor Wealth Advisors |
|---|---|
| Based in | Saugerties, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $836K across 3 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 1206602 |
| Exams passed | Series 63 (1984) · Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.bmwa.biz |
How Thomas's firm compares
- Briarcliff Manor Wealth Advisors's average account is about $279,000, from its Form ADV (assets managed divided by 3 accounts).
Request an introduction to Thomas
Tell Thomas a little about what you're looking for. Thomas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Thomas
Is Thomas Vaccaro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Briarcliff Manor Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Briarcliff Manor Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Thomas Vaccaro based?
Thomas Vaccaro is based in Saugerties, New York.
What does Thomas specialize in?
Thomas's specialties include retirement planning.
What credentials does Thomas Vaccaro hold?
Thomas Vaccaro holds the CFP credential.
Is Thomas Vaccaro registered with the SEC?
Yes. Thomas Vaccaro is registered as an investment adviser representative in NY (CRD 1206602), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Briarcliff Manor Wealth Advisors manage?
Briarcliff Manor Wealth Advisors reports $836K across 3 accounts in assets under management.
How do I contact Thomas Vaccaro?
Through Thomas's website, www.bmwa.biz.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Briarcliff Manor Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.