B
$836.4K Total AUM
$836.4K Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-02-2023
- Office Locations
- 1
Office Locations
-- Saugerties NY
About Briarcliff Manor Wealth Advisors
Briarcliff Manor Wealth Advisors is a New York–based, retail-focused RIA led by CFP® Thomas C. Vaccaro. The firm provides comprehensive planning—including investment, tax, estate and insurance planning—alongside portfolio construction and risk management for clients such as retirees. Portfolios are implemented primarily with ETFs, with custody reported via Interactive Brokers.
Team overview
-- AVG AGE
$836.4K AVG AUM / ADVISOR
$278.8K AVG AUM / CLIENT
3.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Services
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Owner & Executives
T
THOMAS CHARLES VACCARO JR
President
- CRD
- #1206602
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $836,374 | -- |
| Non-Discretionary | $0 | -- |
| Total | $836,374 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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