Joseph Zaccardi
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Atlas Private Wealth AdvisorsMar 2025 to now
- LPL FinancialMar 2025 to now
- Osaic Wealth, Inc.Jan 2025 to Mar 2025
- Lincoln Financial Advisors / Osaic FaJul 2023 to Feb 2025
- UnemployedMar 2023 to Jul 2023
- Cresset Asset Management, LLCOct 2021 to Feb 2023
- Berman Capital AdvisorsMay 2021 to Oct 2021
- UnemployedMar 2021 to May 2021
- Drexel Morgan Capital AdvisersFeb 2014 to Mar 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Atlas Private Wealth Advisors
Legal name: Atlas Private Wealth Advisors, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7384292
- 283744