Gerard Iacangelo

IACANGELO FINANCIAL GROUP

Portsmouth, NH 03801

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CRD#: 2543590

Professional summary

Gerard Iacangelo, who also goes by Jerry Iacangelo, is a registered financial advisor currently at IACANGELO FINANCIAL GROUP, LLC located in Portsmouth, New Hampshire.

Gerard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Gerard has worked at 7 firms and has passed the Series 65, Series 66, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jerry Iacangelo

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.

IACANGELO FINANCIAL GROUP, LLC; INVESTMENT RELATED; PORTSMOUTH, NH; INSURANCE SALES; OWNER/AGENT; START DATE: 02/2013, APPROX. # OF HRS/MTH DEVOTED BUS:100 APPROX. # OF HRS/MTH DEVOTED BUS DURING TRADING HRS:40; INSURANCE SALES AND SERVICE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerard Iacangelo'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®

None

Experience

Current

February 22, 2013 - Present

IACANGELO FINANCIAL GROUP, LLC

Office #1: 170 Commerce Way Suite 200, Portsmouth, NH 03801

RIA

CRD#: 166784

Portsmouth, NH

Past

March 14, 2012 - February 20, 2013

ALPHASTAR CAPITAL MANAGEMENT

RIA

CRD#: 157423

SHREWSBURY, NJ

Past

December 17, 2007 - March 8, 2012

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

RED BANK, NJ

Past

December 17, 2007 - March 8, 2012

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

RED BANK, NJ

Past

August 1, 2006 - December 20, 2007

WELLSTONE SECURITIES, LLC

CRD#: 121559

MANALAPAN, NJ

Past

May 17, 1999 - August 3, 2006

SII INVESTMENTS, INC.

CRD#: 2225

MANALAPAN, NJ

Past

October 27, 1995 - May 21, 1999

STEVEN L. FALK & ASSOCIATES INC.

CRD#: 14297

LAS VEGAS, NV

Past

October 17, 1994 - December 19, 1995

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

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

New Hampshire
(6/28/2023)

IAR

New Jersey
(2/22/2013)

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

IAR

Series 65

Date: 11/17/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/27/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/13/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/15/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

IACANGELO FINANCIAL GROUP, LLC

CRD#: 166784 / SEC#:

New Hampshire

Registered Investment Advisory firm - (6/9/2023 Approved)

New Jersey

Registered Investment Advisory firm - (2/21/2013 Approved)

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Contact information

Main Address

170 Commerce Way Suite 200, Portsmouth, NH 03801

Mailing Address

Phone number

(732) 383-8983

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	171
AUM (Assets Under Management)	$ 27,068,088

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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Advisor Monitoring

Firm Stability Insights

Gerard Iacangelo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerard Iacangelo's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPHASTAR CAPITAL MANAGEMENT

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

WELLSTONE SECURITIES, LLC

SII INVESTMENTS, INC.

STEVEN L. FALK & ASSOCIATES INC.

1717 CAPITAL MANAGEMENT COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 11/17/2001

Series 66

Date: 10/27/2001

Series 7

Date: 6/13/2002

Series 6

Date: 10/15/1994

Current Firm

IACANGELO FINANCIAL GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IACANGELO FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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