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Joseph P Acquanita

Atlantic Private Wealth, LLC

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About Joseph P Acquanita

Joseph P Acquanita is an investment advisor representative at Atlantic Private Wealth, LLC. Joseph is registered with the state of North Carolina. Joseph has been in the industry for over 2 years. Joseph has a Series 66, Series 7 and SIE licenses. Joseph specializes in financial planning, portfolio management for businesses and individuals. Joseph has worked at Cambridge Investment Research, Inc. and Family Legacy Financial Solutions, LLC.

Firm Information

Joseph Acquanita is currently registered with Atlantic Private Wealth, LLC. Atlantic Private Wealth, LLC is a Registered Investment Advisor headquartered in Chapel Hill, NC, managing approximately $689.68 million in assets. The firm specializes in financial planning and portfolio management for individuals, businesses, and pension plans. Atlantic Private Wealth, LLC serves a wide range of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans.
Atlantic Private Wealth, LLC

308 WEST ROSEMARY STREET

CHAPEL HILL, NC 27516

$689.68M

Assets Under Management

Not reported

Total Clients

3

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Joseph Acquanita’s Registration & Firm History

NC

10/27/2022 - Present

Atlantic Private Wealth, LLC (CHAPEL HILL NC)

NC

11/23/2020 - 05/12/2021

CAMBRIDGE INVESTMENT RESEARCH, INC. (Cary NC)

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Licenses & Designations

BOTH

Issued 12/19/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/23/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/08/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph P Acquanita.
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