Core Advisory, LLC

Core Advisory, LLC (CRD# 135531) is a financial advisory firm headquartered in Alexandria, VA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Core Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
Joseph M. Bonaccorsy
CRD#: 4128386
1940 Duke St, Suite 200, Alexandria, VA 22314

Joseph Bonaccorsy (CRD# 4128386) is an Investment Advisor Representative working at Core Advisory, LLC in Alexandria, VA and has over 18 years of experience in the finance industry. Joseph Bonaccorsy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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