JN
John Naccarelli
TOTAL ALIGNMENT WEALTH ADVISORS
Delray Beach, FL
Some features on this profile are disabled
CRD#: 2483394
JN
Professional summary
John Naccarelli is a registered financial advisor currently at TOTAL ALIGNMENT WEALTH ADVISORS, LLC located in Delray Beach, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. John has worked at 4 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Sky Nurses is a medical and non-medical escort and transport company using commercial air and ground transportation. I established the LLC in April 2013 and the formal launch of services was July 15, 2013. It is located at 100 E Linton Blvd., Suite 502B, Delray Beach, FL 33483 and general phone # is 866-611-8434. I am the founder of the company and my title is CEO, most of my work at Sky Nurses is related to the financial management and overall business strategy for the company. The day-to-day operation and functionality is managed and performed by employees or contract labor.
I typically will go to the Sky Nurses office every business day and devote 20 hours per week to this endeavor. Before, during and even after market hours, I am tracking and monitoring the market conditions, positions, news releases of significance, overall technical and fundamental market analysis, economic reports, etc. I am always available to communicate with any client by phone or email whether in the office or not. Since my departure from Prudential in 2002, I've been dedicated to following markets for personal investment management. I decided to become a licensed professional last year because of personal and business interests, investment experience, market knowledge and relationships.
CRS (Client Relationship Summary) - RIA
Click below to view John Naccarelli'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®
NoneExperience
Current
April 7, 2016 - Present
TOTAL ALIGNMENT WEALTH ADVISORS, LLC
RIA
CRD#: 166538
Delray Beach, FL
Past
February 24, 2016 - December 31, 2016
TA CAPITAL MANAGEMENT, LLC
RIA
CRD#: 169326
Delray Beach, FL
Past
January 10, 2000 - March 4, 2002
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
May 31, 1994 - January 13, 2000
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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
Texas(4/7/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TOTAL ALIGNMENT WEALTH ADVISORS, LLC
TA PLANNERS | TOTAL ALIGNMENT WEALTH ADVISORS, LLC
CRD#: 166538 / SEC#:
District of Columbia
Registered Investment Advisory firm - (4/11/2013 Approved)Florida
Registered Investment Advisory firm - (11/16/2023 Approved)New Jersey
Registered Investment Advisory firm - (8/9/2013 Approved)New York
Registered Investment Advisory firm - (4/10/2013 Approved)Texas
Registered Investment Advisory firm - (6/4/2013 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5 Penn Plaza 19th Floor, New York, NY 10001
Mailing Address
Phone number
(212) 913-9110
Established
Firm type
Fiscal year end
# of Employees
5
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.
