SD
Steven R. Deangelis
VERUS CAPITAL PARTNERS
Gilbert, AZ 85233
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CRD#: 1303990
SD
Professional summary
Steven Russell Deangelis is a registered financial advisor currently at VERUS CAPITAL PARTNERS, LLC located in Gilbert, Arizona.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Steven has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) INSURANCE SERVICES OFFERED THROUGH DEANGELIS INVESTMENT SERVICES. FIXED INSURANCE PERFORMED UNDER STEVEN DEANGELIS.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Russell Deangelis's 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®
NoneExperience
Current
October 15, 2021 - Present
VERUS CAPITAL PARTNERS, LLC
Office #1: 1425 West Elliot Road, Suite 1, Gilbert, AZ 85233RIA
CRD#: 151568
Gilbert, AZ
Past
April 7, 2004 - October 15, 2021
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
GILBERT, AZ
Past
August 9, 1991 - October 15, 2021
FSC SECURITIES CORPORATION
BD
CRD#: 7461
GILBERT, AZ
Past
September 8, 1989 - August 2, 1991
MASON, HUNT & CO., INC.
BD
CRD#: 13680
Past
September 20, 1984 - September 13, 1989
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
APPLETON, WI
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".
VC
VERUS CAPITAL PARTNERS, LLC
3 RIVERS FINANCIAL GROUP | WANN FINANCIAL SERVICES | WALTERS WEALTH MANAGMENT | WALTERS WEALTH MANAGEMENT | VINEPOINT ADVISORY GROUP, LLC | VERUS CAPITAL PARTNERS, LLC | UNIVERSAL FINANCIAL CONSULTANTS | SUNBURST FINANCIAL MANAGEMENT | STARKEY BROTHERS, INC. | SOUTH PLATTE INVESTMENTS & PLANNING | SAMSON FINANCIAL, LLC | RSO WEALTH, LLC | RSD FINANCIAL, LLC | PROVIDENT FINANCIAL GROUP | PHP CAPITAL, INC. | PHILLIPS FINANCIAL MANAGEMENT | PARKER CAPITAL STRATEGIES, LLC | OXENHAM FINANCIAL | OPTIMAL WEALTH INC. | NEW BREAK FINANCIAL | MOLINAR AND CO. | KENNETH M. PERKINS WEALTH | ITTNER BULL CAPITAL PARTNERS LLC | INTERMARKET ANALYTICS | HUNT FINANCIAL SERVICES | HOLCOMB WEALTH MANAGEMENT | HAVEN FINANCIAL SERVICES, LLC | GUARDIAN WEALTH BUILDERS | GOLDEN RULE WEALTH MANAGEMENT | GEISER WEALTH MANAGEMENT | FRONT RANGE FINANCIAL | FREEDOM POINT FINANCIAL | FRED A. GOODMAN, CPA | FIRST THAN IFS | EAGLE EYE INVESTMENTS, LLC | DAHL FINANCIAL RESOURCE | CROWE AND ASSOCIATES, INC | BURNS TAX AND WEALTH MANAGEMENT | BIGGS FINANCIAL | BELLA FINANCIAL ADVISORS, LLC | ARCHE FG
CRD#: 151568 / SEC#: 801-78989
RIA
Registered Investment Advisory firm - (1/2/2014 Approved)Arizona
Registered Investment Advisory firm - (1/2/2014 Terminated)Illinois
Registered Investment Advisory firm - (1/2/2014 Terminated)Maryland
Registered Investment Advisory firm - (1/3/2014 Terminated)North Carolina
Registered Investment Advisory firm - (1/2/2014 Terminated)Texas
Registered Investment Advisory firm - (1/2/2014 Terminated)Virginia
Registered Investment Advisory firm - (1/6/2014 Terminated)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
Arizona(11/30/2021)
IAR
Texas(10/15/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
VC
VERUS CAPITAL PARTNERS, LLC
3 RIVERS FINANCIAL GROUP | WANN FINANCIAL SERVICES | WALTERS WEALTH MANAGMENT | WALTERS WEALTH MANAGEMENT | VINEPOINT ADVISORY GROUP, LLC | VERUS CAPITAL PARTNERS, LLC | UNIVERSAL FINANCIAL CONSULTANTS | SUNBURST FINANCIAL MANAGEMENT | STARKEY BROTHERS, INC. | SOUTH PLATTE INVESTMENTS & PLANNING | SAMSON FINANCIAL, LLC | RSO WEALTH, LLC | RSD FINANCIAL, LLC | PROVIDENT FINANCIAL GROUP | PHP CAPITAL, INC. | PHILLIPS FINANCIAL MANAGEMENT | PARKER CAPITAL STRATEGIES, LLC | OXENHAM FINANCIAL | OPTIMAL WEALTH INC. | NEW BREAK FINANCIAL | MOLINAR AND CO. | KENNETH M. PERKINS WEALTH | ITTNER BULL CAPITAL PARTNERS LLC | INTERMARKET ANALYTICS | HUNT FINANCIAL SERVICES | HOLCOMB WEALTH MANAGEMENT | HAVEN FINANCIAL SERVICES, LLC | GUARDIAN WEALTH BUILDERS | GOLDEN RULE WEALTH MANAGEMENT | GEISER WEALTH MANAGEMENT | FRONT RANGE FINANCIAL | FREEDOM POINT FINANCIAL | FRED A. GOODMAN, CPA | FIRST THAN IFS | EAGLE EYE INVESTMENTS, LLC | DAHL FINANCIAL RESOURCE | CROWE AND ASSOCIATES, INC | BURNS TAX AND WEALTH MANAGEMENT | BIGGS FINANCIAL | BELLA FINANCIAL ADVISORS, LLC | ARCHE FG
CRD#: 151568 / SEC#: 801-78989
RIA
Registered Investment Advisory firm - (1/2/2014 Approved)Arizona
Registered Investment Advisory firm - (1/2/2014 Terminated)Illinois
Registered Investment Advisory firm - (1/2/2014 Terminated)Maryland
Registered Investment Advisory firm - (1/3/2014 Terminated)North Carolina
Registered Investment Advisory firm - (1/2/2014 Terminated)Texas
Registered Investment Advisory firm - (1/2/2014 Terminated)Virginia
Registered Investment Advisory firm - (1/6/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258
Mailing Address
Phone number
(480) 990-3719
Established
Firm type
Fiscal year end
# of Employees
49
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,392 |
| AUM (Assets Under Management) | $ 2,066,642,798 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
