Joseph Zaccardi

Current Employers

Employment History

• 05/2021 → 10/2021
  Berman Capital Advisors
  Atlanta, GA
• 03/2021 → 05/2021
  Unemployed
  Conshohocken, PA
• 02/2014 → 03/2021
  Drexel Morgan Capital Advisers
  Radnor, PA
• 10/2021 → 02/2023
  Cresset Asset Management, Llc
  Atlanta, GA
• 07/2023 → 02/2025
  Lincoln Financial Advisors / Osaic Fa
  Philadelphia, PA
• 03/2023 → 07/2023
  Unemployed
  Brookhaven, GA
• 01/2025 → 03/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 03/2025 → Present
  Lpl Financial
  Red Bank, NJ
• 03/2025 → Present
  Atlas Private Wealth Advisors
  Red Bank, NJ

Previous Registrations

• 2021-10-05 → 2023-03-03
  Cresset Asset Management, Llc
  Atlanta, GA
  Chicago, IL
• 2021-07-15 → 2021-10-19
  Berman Capital Advisors, Llc
  Atlanta, GA

Other Businesses

1. 03/25/2025- Atlas Private Wealth Advisors- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 04/10/2025 - Atlas Private Wealth Advisors LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date: 03/24/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 3. 04/10/2025 - Atlas Private Wealth Advisors LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 03/24/2025 - I provide investment advisory services through Atlas Private Wealth Advisors LLC, an independent investment advisor firm. I started this business activity in 3/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. - 160 Hrs/Mth - 8 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-02

Designations