Frank P. Bevilacqua

W3 WEALTH ADVISORS

AKRON, OH 44333

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CRD#: 1719811

Professional summary

Frank Pat Bevilacqua, who also goes by Frank Pat Bevilaqua, is a registered financial advisor currently at W3 WEALTH ADVISORS, LLC located in Akron, Ohio.

Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Frank has worked at 5 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 6, Series 22, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Frank Pat Bevilaqua

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. FAMILY BUS.SERVICES,LLC;CONSULTING;MANAGING MEMBER;25% OWNERSHIP; COMPENSATION=CONSULTING FEES;2 HRS PER MTH///NOT INVESTMENT RELATED 2. W3 Global Accounting, LLC.;82 N.MILLER ROAD, AKRON, OH 44333; PUBLIC ACCTG; EXECUTIVE DIRECTOR/OWNER; MANAGING PARTNER FOR A PUBLIC ACCT OFFICE; NOT INVESTMENT RELATED; STARTED 01/2018; 30% OWNER; COMPENSATION-GUARANTEED PAYMENTS AS A PARTNER AND PROFIT SHARING/// 3. W3 WEALTH ADVISORS LLC; INVESTMENT ADVISORY SERVICE; COMPENATION=INVESTMENT FEES; 10 HRS PER MTH///INVESTMENT RELATED 4. STONEHEDGE ENTERPRISES, INC.BOWLING CENTER;OWNER/MANAGER;TREASURER; 16% OWNERSHIP; COMPENSATION=PROFITS;6 HRS PER MTH///NOT INVESTMENT RELATED 5. BEVILACQUA RECREATIONAL INV.; GENERAL PARTNER;10% GENERAL PARTNER;30% LIMITED PARTNER;COMP=RENTAL PROFITS;4 HRS PER YR///NOT INVESTMENT RELATED 6. W3 WEALTH MANAGEMENT LLC, 50% OWNER INVESTMENT ADVISORY SERVICE, MANAGING MEMBER, COMPENSATION//INVESTMENT ADVISORY SERVICE.///INVESTMENT RELATED 7. BOARD MEMBER AKRON ZOO///NOT INVESTMENT RELATED 8. PORTAGE COUNTRY CLUB; PRIVATE COUNTRY CLUB; START DATE:2012; HOURS PER MONTH: 15; HOURS DURING TRADING HOURS: 0; IMMEDIATE PAST CHAIR; CLIENT INVOLVEMENT: NO; BOARD MEMBER; CHAIR/MEMBER OF SEVERAL COMMITTEES; COMPENSATION: NONE///NOT INVESTMENT RELATED 9. UNIVERSITY OF AKRON; AKRON, OH; NATURE OF BUSINESS: UNIVERSITY; INVESTMENT RELATED: NO; HOURS PER MONTH: 2;HOURS DURING TRADING HOURS: 0; FOUNDATION BOARD MEMBER; CLIENT INVOLVEMENT: NO; BOARD MEMBER; COMPENSATION: NONE///NOT INVESTMENT RELATED. 10. Crescendo Real Estate Holdings LLC, 82 N Miller Rd., Akron, OH 44333; Commercial Real Estate Rental; Member; NOT Investment Related; 01/01/20 Start Date; YES Financial Interest; 50% Owner; 1-5 hrs per mo.; partner draws from positive cash flow.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Pat Bevilacqua's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 15, 2008 - Present

W3 WEALTH ADVISORS, LLC

Office #1: 301 Springside Drive, Akron, OH 44333

RIA

CRD#: 129549

AKRON, OH

Past

June 23, 2004 - December 31, 2007

W3 WEALTH ADVISORS, LLC

RIA

CRD#: 129549

AKRON, OH

Past

January 2, 2004 - November 6, 2024

VALMARK SECURITIES, INC.

CRD#: 31243

AKRON, OH

Past

December 2, 2003 - January 27, 2004

MONY SECURITIES CORPORATION

RIA

CRD#: 4386

NEW YORK, NY

Past

December 2, 2003 - January 27, 2004

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

July 21, 2003 - December 2, 2003

TRUSTED SECURITIES ADVISORS CORP.

RIA

CRD#: 24049

AKRON, OH

Past

May 24, 2001 - December 2, 2003

TRUSTED SECURITIES ADVISORS CORP.

CRD#: 24049

NEW YORK, NY

Past

September 13, 1999 - March 8, 2001

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

August 31, 1987 - December 31, 1992

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(1/15/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/7/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/12/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/3/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/10/1999

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 8/27/1987

Direct Participation Programs Representative Examination

Principal/Supervisory Exam

Series 27

Date: 2/23/2006

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/24/2006

General Securities Principal Examination

Current Firm

W3 WEALTH ADVISORS, LLC

THE EVERGREEN GROUP, LLC | W3 WEALTH ADVISORS, LLC | W3 WEALTH ADVISORS

CRD#: 129549 / SEC#:

Ohio

Registered Investment Advisory firm - (1/8/2008 Approved)

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Contact information

Main Address

301 Springside Drive, Akron, OH 44333

Mailing Address

Phone number

(330) 836-3805

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Frank P. Bevilacqua

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Pat Bevilacqua's CRS (Customer Relationship Summary).

Certified licenses

Experience

W3 WEALTH ADVISORS, LLC

VALMARK SECURITIES, INC.

MONY SECURITIES CORPORATION

MONY SECURITIES CORPORATION

TRUSTED SECURITIES ADVISORS CORP.

TRUSTED SECURITIES ADVISORS CORP.

MONY SECURITIES CORPORATION

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/7/2004

Series 63

Date: 8/12/1999

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/3/2000

Series 6

Date: 9/10/1999

Series 22

Date: 8/27/1987

Series 27

Date: 2/23/2006

Series 24

Date: 1/24/2006

Current Firm

W3 WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

W3 WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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