Julia Naccarato has been an investment adviser representative at Morton Brown Family Wealth since December 2025, and is not listed among the firm’s executive officers or direct owners.
Morton Brown Family Wealth LLC is an Allentown, PA firm with $483M under management, 272 clients and 5 advisers in one office, as of its May 2026 filing.
Julia Naccarato’s longest registration was 1 year at A Better Way Financial, LLC (2024–2025). Before joining Morton Brown Family Wealth in 2025, Julia Naccarato was registered through A Better Way Financial, LLC.
- – present · under a yearAllentown, PA · Adviser representative · Firm CRD 292278
- A Better Way Financial, LLC– · 1 yearAllentown, PA · Adviser representative · Firm CRD 304914
Investment adviser representative registrations
Julia Naccarato is registered as an investment adviser representative in Pennsylvania, since December 2025.
- PennsylvaniaSince 10 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 July 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7934821
- Firm
- Morton Brown Family Wealth · CRD 292278
- Office
- 600 W. HAMILTON STREET, SUITE 510, Allentown, PA 18101
- Registration
- Investment adviser registration
- In the industry since
- August 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Julia Naccarato work?
Julia Naccarato is an investment adviser representative registered through Morton Brown Family Wealth LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Julia Naccarato a financial advisor?
Yes. Julia Naccarato has a current investment-adviser registration in Pennsylvania, through Morton Brown Family Wealth since December 2025.
How many years of experience does Julia Naccarato have?
Julia Naccarato has 2 years in the financial industry, since August 2024, across 2 adviser firms.
What exams has Julia Naccarato passed?
Julia Naccarato passed the Series 65 in July 2024.
Where did Julia Naccarato work before Morton Brown Family Wealth?
Before Morton Brown Family Wealth, Julia Naccarato was registered through A Better Way Financial, LLC, August 2024 to November 2025.
Where is Julia Naccarato based?
Julia Naccarato’s registered office is in Allentown, PA.
Is Julia Naccarato registered with FINRA?
No. Julia Naccarato has no current broker registration.
How can I verify Julia Naccarato’s record?
Search CRD 7934821 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julia Naccarato’s full registration record.