Joseph P Acquanita
Investment adviser representative at Atlantic Private Wealth, LLC
5 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$894MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
5 years in the industry.
- Atlantic Private Wealth, LLCOct 2022 to now
- Family Legacy Financial Solutions, LLCNov 2020 to now
- Cambridge Investment Research Advisors, Inc.Feb 2021 to May 2021
- Cambridge Investment Research, Inc.Nov 2020 to May 2021
- University of MissouriJun 2018 to Nov 2020
- Campbell UniversityJun 2016 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
Atlantic Private Wealth, LLC
$894MAssets managed
208Clients
4Advisers
5 yearsIn 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
- 7312389
- Firm CRD
- 311517