Joseph A. Digangi

AMICUS FINANCIAL ADVISORS

Easton, PA 18042

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CRD#: 1146198

Professional summary

Joseph Anthony Digangi JR, CFP®, who also goes by Joseph Anthony Digangi, is a registered financial advisor currently at AMICUS FINANCIAL ADVISORS, LLC located in Easton, Pennsylvania.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Joseph has worked at 13 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph Anthony Digangi

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Anthony Digangi JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1991

Experience

Current

May 26, 2020 - Present

AMICUS FINANCIAL ADVISORS, LLC

Office #1: 101 Larry Holmes Drive Suite 215, Easton, PA 18042

RIA

CRD#: 131315

Easton, PA

Past

January 30, 2015 - December 31, 2019

ELANA ADVISORY SERVICES, LLC

RIA

CRD#: 174424

EASTON, PA

Past

August 27, 2013 - December 31, 2014

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

EASTON, PA

Past

August 27, 2013 - December 31, 2014

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMICUS FINANCIAL ADVISORS, LLC

AMICUS FINANCIAL ADVISORS, L.L.P. | AMICUS FINANCIAL ADVISORS, LLC

CRD#: 131315 / SEC#: 801-113147

RIA

Registered Investment Advisory firm - (5/8/2018 Approved)

Kansas

Registered Investment Advisory firm - (12/31/2015 Terminated)

Louisiana

Registered Investment Advisory firm - (5/14/2018 Terminated)

New Mexico

Registered Investment Advisory firm - (5/11/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/11/2018 Terminated)

Utah

Registered Investment Advisory firm - (5/11/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/26/2020)

IAR

Wisconsin
(5/26/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/5/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/22/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/25/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AMICUS FINANCIAL ADVISORS, LLC

AMICUS FINANCIAL ADVISORS, L.L.P. | AMICUS FINANCIAL ADVISORS, LLC

CRD#: 131315 / SEC#: 801-113147

RIA

Registered Investment Advisory firm - (5/8/2018 Approved)

Kansas

Registered Investment Advisory firm - (12/31/2015 Terminated)

Louisiana

Registered Investment Advisory firm - (5/14/2018 Terminated)

New Mexico

Registered Investment Advisory firm - (5/11/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/11/2018 Terminated)

Utah

Registered Investment Advisory firm - (5/11/2018 Terminated)

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Contact information

Main Address

7021 Kewanee Ave 4-102, Lubbock, TX 79424

Mailing Address

Phone number

(806) 698-1122

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,408
AUM (Assets Under Management)	$ 511,209,833

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph A. Digangi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Anthony Digangi JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

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Primary Firm SEC Registration

AMICUS FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/5/1993

SIE

Date: 12/31/2014

Series 7

Date: 2/22/2001

Series 6

Date: 2/25/1993

Current Firm

AMICUS FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMICUS FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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