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Wiley D Angell

CRD# 2621261·Registered 1995 - 2023
Previously Registered: Being a previously registered professional could mean that Wiley is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Wiley D Angell, who also goes by Wiley D. Angell, was a registered financial advisor. Wiley was a previously registered financial professional and started their career in finance 1995 - 2023. Wiley had worked at 3 firms and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Wiley D. Angell

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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.

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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Years of Experience

31 years in the financial services industry

Current & Past Employments

ZCM·CRD# 309195
RIA
Clayton, MO
May 28, 2020 - November 21, 2023
ZIEGLER CAPITAL MANAGEMENT, LLC·CRD# 135622
RIA
Clayton, MO
June 5, 2015 - June 1, 2020
FIDUCIARY ASSET MANAGEMENT LLC·CRD# 107171
RIA
Saint Louis, MO
October 25, 1995 - June 1, 2015

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Current Firm

ZC
ZCM

ZCM | ZIEGLER CAPITAL MANAGEMENT, LLC

CRD#: 309195 / SEC#: 801-118813

Contact Information

Main Address

30 South Wacker Drive Suite 2800, Chicago, IL 60606

Phone Number

(312) 368-1442

# of Employees

53

Documents

Latest Form ADV

Part 2 Brochures

2024 03 ZCM FORM ADV PART 2A (3/29/2024)

Regulatory Assets Under Management

Total Number of Accounts

1,486

AUM (Assets Under Management)

$6,613,220,039

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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

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 1995About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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