Joseph Acquanita has been Partner & Wealth Advisor of Atlantic Private Wealth since January 2026, is not listed as a control person, but directly owns between 5% and 10% of the firm.
Atlantic Private Wealth, LLC is a Chapel Hill, NC firm with $894M under management, 208 clients and 4 advisers in one office, as of its July 2026 filing.
Joseph Acquanita’s longest registration is the current one, 3 years at Atlantic Private Wealth since 2022. Before joining Atlantic Private Wealth in 2022, Joseph Acquanita was registered through Family Legacy Financial Solutions, LLC and Cambridge Investment Research Advisors, Inc.
- Atlantic Private Wealth, LLCCurrent– present · 3 yearsChapel Hill, NC · Adviser representative · Firm CRD 311517
- Family Legacy Financial Solutions, LLC– · under a yearCary, NC · Adviser representative · Firm CRD 314351
- Cambridge Investment Research Advisors, Inc.– · under a yearCary, NC · Adviser representative · Firm CRD 134139
Investment adviser representative registrations
Joseph Acquanita is registered as an investment adviser representative in North Carolina, since October 2022.
- North CarolinaSince 27 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 19 December 2020 |
| Series 7TO | General Securities Representative Examination | 23 November 2020 |
| SIE | Securities Industry Essentials Examination | 8 October 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Joseph P Acquanita
- CRD
- 7312389
- Firm
- Atlantic Private Wealth · CRD 311517
- Role
- Partner & Wealth Advisor
- Office
- 308 WEST ROSEMARY STREET, SUITE 301, Chapel Hill, NC 27516
- Registration
- Investment adviser registration
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Acquanita work?
Joseph Acquanita has been Partner & Wealth Advisor of Atlantic Private Wealth, LLC since January 2026.
Is Joseph Acquanita a financial advisor?
Yes. Joseph Acquanita has a current investment-adviser registration in North Carolina, through Atlantic Private Wealth since October 2022.
How many years of experience does Joseph Acquanita have?
Joseph Acquanita has 5 years in the financial industry, since October 2021, across 3 adviser firms.
What exams has Joseph Acquanita passed?
Joseph Acquanita has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in October 2020.
Where did Joseph Acquanita work before Atlantic Private Wealth?
Before Atlantic Private Wealth, Joseph Acquanita was registered through Family Legacy Financial Solutions, LLC, May 2021 to December 2021; Cambridge Investment Research Advisors, Inc., February 2021 to May 2021.
Where is Joseph Acquanita based?
Joseph Acquanita’s registered office is in Chapel Hill, NC.
Is Joseph Acquanita registered with FINRA?
No. Joseph Acquanita has no current broker registration.
How can I verify Joseph Acquanita’s record?
Search CRD 7312389 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Acquanita’s full registration record.
- Jessica RoeperChief Compliance Officer
- Andrew BlassFounder & Managing Director
- Christopher ThomasPartner & Wealth Advisor