Joseph Michael Bonaccorsy

Employer firm

Core Fiduciary Advisors CRD 135531

Reported services (Item 5G)

• Financial planning
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → Present
  Core Advisory, Llc
  Alexandria, VA

Previous Registrations

• 2005-06-09 → 2010-12-31
  Core Fiduciary Advisors
  Alexandria, VA
• 2002-05-13 → 2004-12-31
  First Montauk Securities Corp.
  Alexandria, VA

Other Businesses

LICENSED TO SELL VARIOUS INSURANCE PRODUCTS, INDEPENDENT INSURANCE AGENT, CORE WEALTH ADVISORS, LLC, INVESTMENT-RELATED, 2800 EISENHOWER AVE, SUITE 220, ALEXANDRIA, VA 22314. APPROXIMATELY 80% OF TIME IS SPENT ON INSURANCE ACTIVITIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-09
• S63 Uniform Securities Agent State Law Examination
  2000-04-04

Designations

• Certified Financial Planner