JZ
Joseph Zaccardi
ATLAS PRIVATE WEALTH ADVISORS
Lansdale, PA
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CRD#: 7384292
JZ
Professional summary
Joseph Zaccardi is a registered financial advisor currently at ATLAS PRIVATE WEALTH ADVISORS located in Lansdale, Pennsylvania and LPL FINANCIAL LLC located in Red Bank, New Jersey.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Joseph has worked at 7 firms and has passed the Series 63, Series 7TO and SIE 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.
1. 03/25/2025- Atlas Private Wealth Advisors- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 04/10/2025 - Atlas Private Wealth Advisors LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date: 03/24/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 3. 04/10/2025 - Atlas Private Wealth Advisors LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 03/24/2025 - I provide investment advisory services through Atlas Private Wealth Advisors LLC, an independent investment advisor firm. I started this business activity in 3/2025. I expect to spend approximately 160 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. - 160 Hrs/Mth - 8 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Zaccardi'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 2, 2025 - Present
ATLAS PRIVATE WEALTH ADVISORS
RIA
CRD#: 283744
Lansdale, PA
Current
March 26, 2025 - Present
LPL FINANCIAL LLC
Office #1: 331 Newman Springs Rd Ste 320 2nd Floor, Red Bank, NJ 07701RIA
BD
CRD#: 6413
RED BANK, NJ
Past
January 24, 2025 - April 2, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
October 3, 2023 - January 24, 2025
OSAIC FS, INC.
BD
CRD#: 3870
RADNOR, PA
Past
October 3, 2023 - January 24, 2025
OSAIC FA, INC.
BD
CRD#: 3978
RADNOR, PA
Past
October 5, 2021 - March 3, 2023
CRESSET ASSET MANAGEMENT, LLC
RIA
CRD#: 288566
Atlanta, GA
Past
July 15, 2021 - October 19, 2021
BERMAN CAPITAL ADVISORS, LLC
RIA
CRD#: 155419
ATLANTA, GA
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".
AP
ATLAS PRIVATE WEALTH ADVISORS
ATLAS PRIVATE WEALTH ADVISORS | THE CAPITAL LEGACY, LLC | SHAH WEALTH MANAGEMENT | PAUL CARPENTER CAPITAL ADVISORS | CHAMPION FINANCIAL TEAM | CAPLAN CAPITAL MANAGEMENT | CAPITAL LEGACY | ATLAS PRIVATE WEALTH ALLIANCE | ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD#: 283744 / SEC#: 801-107919
RIA
Registered Investment Advisory firm - (6/13/2016 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(3/26/2025)
RR
Florida(3/26/2025)
RR
New Jersey(3/26/2025)
IAR
New Jersey(4/3/2025)
RR
Pennsylvania(3/26/2025)
IAR
Pennsylvania(4/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/3/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AP
ATLAS PRIVATE WEALTH ADVISORS
ATLAS PRIVATE WEALTH ADVISORS | THE CAPITAL LEGACY, LLC | SHAH WEALTH MANAGEMENT | PAUL CARPENTER CAPITAL ADVISORS | CHAMPION FINANCIAL TEAM | CAPLAN CAPITAL MANAGEMENT | CAPITAL LEGACY | ATLAS PRIVATE WEALTH ALLIANCE | ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD#: 283744 / SEC#: 801-107919
RIA
Registered Investment Advisory firm - (6/13/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
331 Newman Springs Rd. Suite 320, Building 3 2nd Floor, Red Bank, NJ, 07701
Mailing Address
Phone number
(888) 996-2666
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,524 |
| AUM (Assets Under Management) | $ 688,121,996 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
