Angelo Anthony Alleca
Professional Summary
Angelo Anthony Alleca was a registered financial advisor. Angelo was a previously registered financial advisor and started their career in finance 1993 - 2013. Angelo had worked at 5 firms and has passed the Series 65, Series 63, Series 3, Series 55, Series 7, Series 28, Series 24, Series 8, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
B.R. CHAMBERLAIN & SONS, INC. | WALL STREET SERVICES | SUMMIT WEALTH MANAGEMENT, INC | SUMMIT WEALTH MANAGEMENT DBA WALL STREET SERVICES | SUMMIT WEALTH MANAGEMENT | CHAMBERLAIN B R & SONS INC | BR CHAMBERLAIN & SONS
Contact Information
Main Address
115 Perimeter Center Place Ne Suite 150, Atlanta, GA 30346Documents
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Oct 2000Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Mar 1998About the Series 28 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed May 1994Series 10 — General Securities Sales Supervisor - General Module Examination
Passed May 1994About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed May 1994About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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