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About

About This Business

Vault Financial Group is an Independent Financial Advisory Firm.

BBB Accredited Since: 5/18/1999

Years in Business: 58

Products and Services

Vault Financial Group offers: Financial Planning, Tax Preparation, Investment Management, and Comprehensive Wealth Strategies. Vault Financial Group also specializes in Estate Planning and Probate Avoidance.

Photos and Videos

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Business Details

BBB File Opened:
1/1/1984
Business Started:
1/1/1968
Business Incorporated:
11/12/1976
Type of Entity:
Corporation
Alternate Names:
Mercuri Wealth Management
Business Management:
Mr. Anthony Mercuri, Owner

Additional Contact Information

Principal Contacts
Mr. Anthony Mercuri, Owner
Customer Contacts
Mr. Anthony Mercuri, Owner
Fax numbers
Primary Fax: (440) 943-4536
Additional Phone Numbers
Other Phone: (216) 398-4333

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of CRD# 2245656 for this business, issued by Financial Industry Regulatory Authority (FINRA). The expiration date of this license is 12/31/2026.

Financial Industry Regulatory Authority (FINRA)

1700 K Street NW

Washington DC 20006

BBB records show a license number of ODI #52807; NPN #1054777 for this business, issued by Ohio Department of Insurance . The expiration date of this license is 4/30/2028.

Ohio Department of Insurance

50 W. Town Street; Third Floor - Suite 300

Columbus OH 43215

614-6442658

Fax: (614) 6443743

Website

Additional Information

Other Resources
Internal Revenue Service (IRS)
1240 E. 9th Street Room 409
Cleveland OH 44199
Phone Number: (216) 415-3460
Fax Number: (216) 522-2992
http://www.irs.gov
National Futures Association (NFA)
300 S. Riverside Plaza, #1800
Chicago IL 60606-6615
Phone Number: 312-781-1300
Fax Number: 312-781-1467
http://www.nfa.futures.org
[email protected]
Ohio Department of Commerce / Division of Financial Institutions
77 South High Street, 21st Floor
Columbus OH 43215
Phone Number: (614) 728-8400
Fax Number: 614-728-0380
http://www.com.ohio.gov/fiin
[email protected]
Ohio Department of Commerce / Division of Securities
77 S. High Street 22nd Floor
Columbus OH 44321
Phone Number: (614) 644-7381
http://www.com.ohio.gov/secu
U.S. Securities & Exchange Commission (SEC) / Chicago Regional Office
175 W. Jackson Boulevard, Suite 900
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]

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