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Salvatore John Dangelo

FOURTH DIMENSION WEALTH
Mentor, OH
·CRD# 2969301·28 years experience

Professional Summary

Salvatore John Dangelo, who also goes by Salvatore John D'angelo, Sal Dangelo, Salvatore J Dangelo, is a registered financial advisor currently at FOURTH DIMENSION WEALTH, LLC located in Mentor, Ohio. Salvatore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Salvatore has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Salvatore John D'angelo, Sal Dangelo, Salvatore J Dangelo

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

28 years in the financial services industry

Current & Past Employments

FOURTH DIMENSION WEALTH, LLC·CRD# 306703
RIA
8500 Station Street Suite 300g, Mentor, OH 44060
April 30, 2024 - Present
CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
Mentor, OH
March 21, 2024 - May 10, 2024
CETERA ADVISORS LLC·CRD# 10299
RIA
Mentor, OH
January 21, 2020 - March 21, 2024
CETERA ADVISORS LLC·CRD# 10299
BD
Mentor, OH
January 21, 2020 - May 10, 2024
LPL FINANCIAL LLC·CRD# 6413
RIA
Willoughby Hills, OH
February 21, 2019 - February 5, 2020
STRATOS WEALTH PARTNERS, LTD·CRD# 153184
RIA
Mentor, OH
July 29, 2014 - February 6, 2020
LPL FINANCIAL LLC·CRD# 6413
RIA
Willoughby Hills, OH
August 16, 2013 - September 8, 2016
LPL FINANCIAL LLC·CRD# 6413
BD
Willoughby Hills, OH
August 16, 2013 - February 5, 2020
KEY INVESTMENT SERVICES LLC·CRD# 136300
RIA
Painesville, OH
April 9, 2012 - August 20, 2013
KEY INVESTMENT SERVICES LLC·CRD# 136300
BD
Painesville, OH
March 21, 2012 - August 20, 2013
THE HUNTINGTON INVESTMENT COMPANY·CRD# 16986
RIA
Mentor, OH
November 24, 2010 - March 16, 2012
THE HUNTINGTON INVESTMENT COMPANY·CRD# 16986
BD
Mentor, OH
November 23, 2010 - March 16, 2012
PNC WEALTH MANAGEMENT LLC·CRD# 129052
RIA
Mayfield Heights, OH
November 13, 2009 - November 29, 2010
PNC WEALTH MANAGEMENT LLC·CRD# 129052
BD
Mayfield Heights, OH
November 13, 2009 - November 29, 2010
NATCITY INVESTMENTS, INC.·CRD# 17490
RIA
Chardon, OH
October 8, 2009 - November 13, 2009
NATCITY INVESTMENTS, INC.·CRD# 17490
BD
Chardon, OH
October 7, 2009 - November 13, 2009
FIFTH THIRD SECURITIES, INC.·CRD# 628
RIA
Mentor, OH
November 22, 2004 - October 5, 2009
FIFTH THIRD SECURITIES, INC.·CRD# 628
BD
Mentor, OH
August 28, 2002 - October 5, 2009
LEGG MASON WOOD WALKER, INCORPORATED·CRD# 6555
BD
Baltimore, MD
June 30, 2000 - September 6, 2002
A. G. EDWARDS & SONS, INC.·CRD# 4
BD
St. Louis, MO
December 10, 1997 - July 10, 2000

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Current Firm

FD
FOURTH DIMENSION WEALTH, LLC

CLEAR GOAL FINANCIAL, LLC | SEMPER FIDELIS FINANCIAL | LAKEPOINTE ADVISORS LLC | FOURTH DIMENSION WEALTH, LLC

CRD#: 306703 / SEC#: 801-127881
RIA
Registered Investment Advisory firm - SEC (5/1/2023 Approved)
Florida
Registered Investment Advisory firm - Florida (6/2/2023 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (6/2/2023 Terminated)
Texas
Registered Investment Advisory firm - Texas (6/2/2023 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).

Contact Information

Main Address

16600 Sprague Rd Suite 450, Middleburg Heights, OH 44130

Phone Number

(440) 664-4045

# of Employees

16

SEC notice filing (10 States and Territories)

Registered to provide investment advisory services in 10 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FOURTH DIMENSION ADV 2A (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,134

AUM (Assets Under Management)

$356,442,552

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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.

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 01/2020; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. LAKEPOINTE ADVISORS, LLC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, 06/2014, OWNER, APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: NICK D'ANGELO FUND; INVESTMENT RELATED: NO; ADDRESS: 1422 EUCLID AVE, STE 1608, CLEVELAND, OH 44115; NATURE OF BUSINESS: CHARITABLE FUND; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: ALONG WITH THE OTHER ADVISORS, RECOMMEND CHARITABLE GIFT AND HAVE ABILITY TO CHOOSE HOW ASSETS ARE INVESTED WITH NO DIRECT ACCESS TO ANY CASH OR DONATIONS; 4. NAME OF OTHER BUSINESS: Treasurer-The Mark Sturdevant Motorsport Scholarship; INVESTMENT RELATED: NO; ADDRESS: 11351 Prouty Rd Painesville OH 44077; START DATE: 2026/09/08; POSITION/TITLE/RELATIONSHIP: Treasurer; APX NUMBER OF HOURS PER MONTH: 1; APX NUMBER OF HOURS PER MONTH DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: Provide scholarships for individuals who are actively involved in motorsports and will be furthering their post-secondary education based on the annual criteria as determined by the scholarship committee.;

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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".
FD
FOURTH DIMENSION WEALTH, LLC

CLEAR GOAL FINANCIAL, LLC | SEMPER FIDELIS FINANCIAL | LAKEPOINTE ADVISORS LLC | FOURTH DIMENSION WEALTH, LLC

CRD#: 306703 / SEC#: 801-127881
RIA
Registered Investment Advisory firm - SEC (5/1/2023 Approved)
Florida
Registered Investment Advisory firm - Florida (6/2/2023 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (6/2/2023 Terminated)
Texas
Registered Investment Advisory firm - Texas (6/2/2023 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.
IAR
Ohio
(4/30/2024)

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

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

Series 66 — Uniform Combined State Law Examination

Passed Dec 2005About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1997About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Aug 2004About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Salvatore John Dangelo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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