Alec Acampora

INDEPENDENCE WEALTH ADVISORS

INDEPENDENCE, OH 44131

CRD#: 7798398

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Professional summary

Alec Acampora is a registered financial advisor currently at INDEPENDENCE WEALTH ADVISORS, LLC located in Independence, Ohio.

Alec is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Alec has worked at 2 firms and has passed the Series 63, Series 6TO 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alec Acampora's CRS (Customer Relationship Summary).

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

May 29, 2026 - Present

INDEPENDENCE WEALTH ADVISORS, LLC

Office #1: 6100 Oak Tree Blvd South Suite 130, Independence, OH 44131

RIA

CRD#: 306236

INDEPENDENCE, OH

Past

January 23, 2024 - May 22, 2026

NYLIFE SECURITIES LLC

CRD#: 5167

NORFOLK, VA

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".

INDEPENDENCE WEALTH ADVISORS, LLC

CRD#: 306236 / SEC#: 801-130211

RIA

Registered Investment Advisory firm - (5/6/2024 Approved)

Ohio

Registered Investment Advisory firm - (5/11/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/9/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(5/29/2026)

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

Series 63

Date: 4/9/2024

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/23/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 11/30/2023

Securities Industry Essentials Examination

Current Firm

INDEPENDENCE WEALTH ADVISORS, LLC

CRD#: 306236 / SEC#: 801-130211

RIA

Registered Investment Advisory firm - (5/6/2024 Approved)

Ohio

Registered Investment Advisory firm - (5/11/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/9/2024 Terminated)

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Contact information

Main Address

6100 Oak Tree Blvd South Suite 130, Independence, OH 44131

Mailing Address

Phone number

(216) 268-3888

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- INDEPENDENCE WEALTH ADVISORS, LLC (1/20/2026)

Regulatory assets under management

Total Number of Accounts	967
AUM (Assets Under Management)	$ 162,765,622

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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Alec Acampora

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alec Acampora's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENCE WEALTH ADVISORS, LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

INDEPENDENCE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/9/2024

Series 6TO

Date: 1/23/2024

SIE

Date: 11/30/2023

Current Firm

INDEPENDENCE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INDEPENDENCE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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