Christopher William Zaccarelli
Investment adviser representative at Beacon Capital Advisory Group
11 yearsExperience
2 statesRegistered in
CFADesignation
$223.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Beacon Capital Advisory GroupOct 2024 to now
- Independent Advisor AllianceNov 2017 to Oct 2024
- LPL Financial, LLCMay 2015 to Oct 2024
- Cornerstone Financial PartnersMay 2015 to Oct 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Beacon Capital Advisory Group
Legal name: Davidson Advisory Group, LLC
$223.5MAssets managed
184Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4949009
- Firm CRD
- 333090