Managing Partner · Beacon Capital Advisory Group
David F. Rotatori
CRD 5008972 · Named on Form ADV at one SEC-registered adviser
At a glance
Beacon Capital Advisory Group, an SEC-registered wealth manager based in Charlotte, NC with $224 million in regulatory assets, lists David F. Rotatori on its Form ADV as Managing Partner, a control person.
Firms and roles
- Beacon Capital Advisory GroupManaging PartnerWealth manager · Charlotte, NC · $224M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Christopher W. ZaccarelliManaging Partner and Chief Compliance Officer, Beacon Capital Advisory Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.