Alec Acampora
Investment adviser representative at Independence Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$210.3MFirm 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
- Pension consulting
Experience
11 years in the industry.
- Independence Wealth Advisors, LLCMay 2026 to now
- Nylife Securities LLCJan 2024 to May 2026
- New York Life Insurance CompanyOct 2023 to May 2026
- Fit TechnologiesJun 2022 to Sep 2023
- Mercyhurst UniversityAug 2019 to May 2023
- StudentMay 2016 to Jun 2019
- Wellsville Secondary SchoolSep 2015 to Jul 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Independence Wealth Advisors, LLC
$210.3MAssets managed
379Clients
5Advisers
2 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
- 7798398
- Firm CRD
- 306236