CZ
Christopher W. Zaccarelli
BEACON CAPITAL ADVISORY GROUP
CHARLOTTE, NC 28211
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CRD#: 4949009
CZ
Professional summary
Christopher William Zaccarelli, CFA, who also goes by Christopher W Zaccarelli, Christopher W Zaccarellz, is a registered financial advisor currently at BEACON CAPITAL ADVISORY GROUP located in Charlotte, North Carolina.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 6 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 55 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher W Zaccarelli | Christopher W Zaccarellz
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. 11/27/2017 - Blackbridge Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/15/2017 - 160 Hours Per Month/130 Hours During Securities Trading.
2. 11/30/2017 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/15/2017 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Cornerstone Wealth Management, an independent investment advisor firm. I started this business activity on 11/29/2017. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
3. 11/30/2017 - Independent Advisor Alliance - DBA: (Hybrid) Blackbridge Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/15/2017 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Cornerstone Wealth Management, an independent investment advisor firm. I started this business activity on 11/29/2017. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
4. 6/12/2020 - Davidson Advisory Group LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 10/31/2017 - 160 Hours Per Month/130 Hours During Securities Trading.
5. 11/25/2020 - Beacon Capital Advisory Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/16/2020 - 32 Hours Per Month During Securities Trading.
6. 12/1/2020 - Independent Advisor Alliance - DBA: (Hybrid) Beacon Capital Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/03/2020 - 32 Hours Per Month/32 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance an independent investment advisor firm. I started this business activity in 11/2020. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher William Zaccarelli'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®
Experience
Current
October 28, 2024 - Present
BEACON CAPITAL ADVISORY GROUP
Office #1: 2901 Coltsgate Rd Suite 102, Charlotte, NC 28211RIA
CRD#: 333090
CHARLOTTE, NC
Past
November 15, 2017 - October 25, 2024
INDEPENDENT ADVISOR ALLIANCE, LLC
RIA
CRD#: 168267
Cornelius, NC
Past
September 8, 2015 - November 3, 2017
CORNERSTONE WEALTH
RIA
CRD#: 157935
HUNTERSVILLE, NC
Past
May 1, 2015 - October 28, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
CHARLOTTE, NC
Past
April 24, 2013 - May 7, 2015
GOLDMAN SACHS EXECUTION & CLEARING, L.P.
BD
CRD#: 3466
NEW YORK, NY
Past
May 4, 2005 - May 7, 2015
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BEACON CAPITAL ADVISORY GROUP
BEACON CAPITAL ADVISORY GROUP | NORTHLIGHT ASSET MANAGEMENT | DAVIDSON ADVISORY GROUP, LLC
CRD#: 333090 / SEC#: 801-131303
RIA
Registered Investment Advisory firm - (10/17/2024 Approved)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
North Carolina(10/28/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/22/2013
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Current Firm
BC
BEACON CAPITAL ADVISORY GROUP
BEACON CAPITAL ADVISORY GROUP | NORTHLIGHT ASSET MANAGEMENT | DAVIDSON ADVISORY GROUP, LLC
CRD#: 333090 / SEC#: 801-131303
RIA
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Contact information
Main Address
2901 Coltsgate Rd Suite 102, Charlotte, NC 28211
Mailing Address
Phone number
(877) 801-2322
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 405 |
| AUM (Assets Under Management) | $ 151,717,271 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BEACON CAPITAL ADVISORY GROUP
CRD#: 333090Charlotte, NC 28211TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
