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Joseph Varvara

Atcap Partners, LLC

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About Joseph Varvara

Joseph Varvara is an investment advisor representative, registered with Atcap Partners, LLC in Staten Island, New York. Joseph has been in the financial services industry for over 17 years and is licensed to provide financial advice in 40 states and the District of Columbia. Joseph has experience in a variety of financial services, including investment advisory services, general insurance business, and accounting and tax services. Joseph is passionate about providing clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Joseph Varvara is currently registered with Atcap Partners, LLC. Atcap Partners, LLC is a Rockville, MD-based registered investment advisor with 23 registered representatives and 20 investment advisory professionals. The firm manages approximately $84.2 million in discretionary assets for 288 accounts. Atcap Partners, LLC provides financial planning, portfolio management for individuals and businesses, educational seminars, market timing services, and selection of other advisors. The firm primarily serves high net worth individuals and individuals other than high net worth individuals, managing $42.6 million and $41.7 million in assets for these client types, respectively. Atcap Partners, LLC participates in wrap fee programs.
Atcap Partners, LLC

1445 RESEARCH BOULEVARD

ROCKVILLE, MD 20850

$84.25M

Assets Under Management

Not reported

Total Clients

22

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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other

Wrap fee based on percentage of assets under management

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Joseph Varvara’s Registration & Firm History

NY

07/22/2022 - Present

Atcap Partners, LLC (Staten Island NY)

NY

07/01/2013 - 07/22/2022

NATIONAL SECURITIES CORPORATION (NEW YORK NY)

NY

05/18/2009 - 06/24/2013

CHARLES VISTA LLC (STATEN ISLAND NY)

NY

01/10/2007 - 05/19/2009

NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)

NY

01/20/2006 - 12/14/2006

FIRST REPUBLIC GROUP, LLC (NEW YORK NY)

NY

09/29/2005 - 02/17/2006

JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)

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Licenses & Designations

BOTH

Issued 08/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/10/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/2013

Series 24 - General Securities Principal Examination

BC

Issued 02/23/2009

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Joseph Varvara.
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