Christopher William Zaccarelli

Employer firm

Beacon Capital Advisory Group CRD 333090

$224M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

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

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

Current Employers

Employment History

• 05/2015 → 10/2024
  Lpl Financial, Llc
  Cornelius, NC
• 05/2015 → 10/2017
  Cornerstone Financial Partners
  Huntersville, NC
• 11/2017 → 10/2024
  Independent Advisor Alliance
  Cornelius, NC
• 10/2024 → Present
  Beacon Capital Advisory Group
  Charlotte, NC

Previous Registrations

• 2017-11-15 → 2024-10-25
  Independent Advisor Alliance, Llc
  Cornelius, NC
• 2015-09-08 → 2017-11-03
  Cornerstone Wealth
  Huntersville, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-08
• S63 Uniform Securities Agent State Law Examination
  2005-09-24

Designations

• Chartered Financial Analyst

Other Names

• Christopher W Zaccarellz
• Christopher W Zaccarelli