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Christopher William Zaccarelli

Beacon Capital Advisory Group

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About Christopher William Zaccarelli

Christopher Zaccarelli is an investment advisor representative for Beacon Capital Advisory Group. Christopher has been in the financial industry since 2005, providing financial planning and portfolio management for individuals and businesses. Christopher holds the Series 7, 63, 65 and 57 licenses. Christopher has experience in wealth management and investment strategy. Christopher is registered in several states including North Carolina, Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Indiana, Minnesota, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Utah, Vermont, Washington, and Wyoming.

Firm Information

Christopher Zaccarelli is currently registered with Beacon Capital Advisory Group. Beacon Capital Advisory Group is a registered investment advisor based in Charlotte, North Carolina. With a focus on financial planning and portfolio management for both individuals and high-net-worth individuals, they offer a range of services, including educational seminars. They manage over $105 million in assets for 239 accounts.
Beacon Capital Advisory Group

2901 COLTSGATE RD

CHARLOTTE, NC 28211

$105.48M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Zaccarelli’s Registration & Firm History

NC

10/28/2024 - Present

Beacon Capital Advisory Group (CHARLOTTE NC)

NY

04/24/2013 - 05/07/2015

GOLDMAN SACHS EXECUTION & CLEARING, L.P. (NEW YORK NY)

NY

05/04/2005 - 05/07/2015

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/08/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/24/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2013

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/08/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher William Zaccarelli.
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