Unclaimed Profile

Christopher William Zaccarelli

INDEPENDENT ADVISOR ALLIANCE, LLC·CHARLOTTE, North Carolina

SIE, Series 7, Series 55, Series 57TO, Series 63, Series 65CFAClean record10 years registeredINDEPENDENT ADVISOR ALLIANCE, LLC

11215 N. COMMUNITY HOUSE RD., CHARLOTTE, NC 28277CRD# 4949009Firm CRD# 168267

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher William Zaccarelli · CHARLOTTE, NC

Registration

CRD #4949009 · INDEPENDENT ADVISOR ALLIANCE, LLC · 10 years registered

Brand Profile

Not yet started

Career History

BEACON CAPITAL ADVISORY GROUP

Oct 2024 – present

INDEPENDENT ADVISOR ALLIANCE, LLC

Nov 2017 – Oct 2024

Cornelius, NC

CORNERSTONE WEALTH

Sep 2015 – Nov 2017

HUNTERSVILLE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 55

Series 57TO

Series 63

Series 65

Registration record

First registered · September 8, 2015

Years registered · 10

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INDEPENDENT ADVISOR ALLIANCE, LLC

CRD 168267 · SEC 801-78808

AUM

$12.8B

Regulatory assets under management

Employees

230

52,309 client accounts

Services offered by INDEPENDENT ADVISOR ALLIANCE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at INDEPENDENT ADVISOR ALLIANCE, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher William Zaccarelli offer?

Christopher William Zaccarelli specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Christopher William Zaccarelli's credentials?

Christopher William Zaccarelli holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christopher William Zaccarelli located?

Christopher William Zaccarelli is based in CHARLOTTE, North Carolina, working with INDEPENDENT ADVISOR ALLIANCE, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Christopher William Zaccarelli charge for services?

Christopher William Zaccarelli's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INDEPENDENT ADVISOR ALLIANCE, LLC?

INDEPENDENT ADVISOR ALLIANCE, LLC has approximately 230 employees and manages $12.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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