Joseph M. Bonaccorsy

CORE FIDUCIARY ADVISORS

ALEXANDRIA, VA 22314

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CRD#: 4128386

Professional summary

Joseph Michael Bonaccorsy, CFP® is a registered financial advisor currently at CORE FIDUCIARY ADVISORS located in Alexandria, Virginia.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Joseph has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 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.

LICENSED TO SELL VARIOUS INSURANCE PRODUCTS, INDEPENDENT INSURANCE AGENT, CORE WEALTH ADVISORS, LLC, INVESTMENT-RELATED, 2800 EISENHOWER AVE, SUITE 220, ALEXANDRIA, VA 22314. APPROXIMATELY 80% OF TIME IS SPENT ON INSURANCE ACTIVITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Bonaccorsy'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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

October 12, 2011 - Present

CORE FIDUCIARY ADVISORS

Office #1: 2800 Eisenhower Ave. Suite 220, Alexandria, VA 22314

RIA

CRD#: 135531

ALEXANDRIA, VA

Past

February 23, 2007 - October 1, 2007

FINANCIAL TELESIS INC

CRD#: 31012

ARLINGTON, VA

Past

June 9, 2005 - December 31, 2010

CORE FIDUCIARY ADVISORS

RIA

CRD#: 135531

ALEXANDRIA, VA

Past

May 13, 2002 - December 31, 2004

FIRST MONTAUK SECURITIES CORP.

RIA

CRD#: 13755

ALEXANDRIA, VA

Past

May 13, 2002 - December 31, 2004

FIRST MONTAUK SECURITIES CORP.

CRD#: 13755

RED BANK, NJ

Past

July 21, 2000 - May 9, 2002

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

March 9, 2000 - July 25, 2000

IAC SECURITIES, INC.

CRD#: 14081

TINLEY PARK, IL

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

Virginia
(10/12/2011)

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 65

Date: 8/9/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/4/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/20/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/8/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/17/2003

General Securities Principal Examination

Current Firm

CORE FIDUCIARY ADVISORS

CORE ADVISORY, LLC | CORE WEALTH ADVISORS, LLC | CORE FIDUCIARY ADVISORS

CRD#: 135531 / SEC#:

Virginia

Registered Investment Advisory firm - (10/12/2011 Approved)

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Contact information

Main Address

2800 Eisenhower Ave. Suite 220, Alexandria, VA 22314

Mailing Address

Phone number

(703) 224-8973

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Joseph M. Bonaccorsy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Bonaccorsy's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL TELESIS INC

CORE FIDUCIARY ADVISORS

FIRST MONTAUK SECURITIES CORP.

FIRST MONTAUK SECURITIES CORP.

TRANSAMERICA FINANCIAL ADVISORS, LLC

IAC SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/9/2001

Series 63

Date: 4/4/2000

Series 7

Date: 7/20/2001

Series 6

Date: 3/8/2000

Series 24

Date: 6/17/2003

Current Firm

CORE FIDUCIARY ADVISORS

Contact information

Documents

Red Flags

Company Information

CORE FIDUCIARY ADVISORS

TRUST BUT VERIFY

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