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John Naccarelli

Total Alignment Wealth Advisors, LLC

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About John Naccarelli

John Naccarelli is an investment advisor representative at Total Alignment Wealth Advisors, LLC. John has been in the financial services industry since 1994 and is currently registered with the state of Texas. Previously, John was registered with Prudential Securities Incorporated and Dean Witter Reynolds Inc. John has a Series 3, Series 7 and Series 63 license and a Series 65. John also runs Sky Nurses, LLC, a medical and non-medical escort and transport company, where John works 20 hours per week. John has experience providing financial planning and investment consulting services to high-net-worth individuals.

Firm Information

John Naccarelli is currently registered with Total Alignment Wealth Advisors, LLC. Total Alignment Wealth Advisors, LLC is an investment advisor with 5 investment adviser representatives and 4 adviser reps for other investment advisers. They offer investment consulting and financial planning services to high net worth individuals.

Not reported

Assets Under Management

26

Total Clients

6

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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investment consulting

Investment consulting

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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other

Percentage of assets under review

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John Naccarelli’s Registration & Firm History

FL

04/07/2016 - Present

Total Alignment Wealth Advisors, LLC (Delray Beach FL)

NY

01/10/2000 - 03/04/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

05/31/1994 - 01/13/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 11/11/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/26/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/1994

Series 3 - National Commodity Futures Examination

BC

Issued 05/18/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Naccarelli.
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