Salvatore J. Dangelo

FOURTH DIMENSION WEALTH

Mentor, OH 44060

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CRD#: 2969301

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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

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;

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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

April 30, 2024 - Present

FOURTH DIMENSION WEALTH, LLC

Office #1: 8500 Station Street Suite 300g, Mentor, OH 44060

RIA

CRD#: 306703

Mentor, OH

Past

March 21, 2024 - May 10, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

MENTOR, OH

Past

January 21, 2020 - March 21, 2024

CETERA ADVISORS LLC

RIA

CRD#: 10299

MENTOR, OH

Past

January 21, 2020 - May 10, 2024

CRD#: 628

MENTOR, OH

Past

June 30, 2000 - September 6, 2002

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

December 10, 1997 - July 10, 2000

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

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".

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 - (5/1/2023 Approved)

Florida

Registered Investment Advisory firm - (6/2/2023 Terminated)

Ohio

Registered Investment Advisory firm - (6/2/2023 Terminated)

Texas

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 66

Date: 12/6/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/12/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/8/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/27/2004

General Securities Principal Examination

Current Firm

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 - (5/1/2023 Approved)

Florida

Registered Investment Advisory firm - (6/2/2023 Terminated)

Ohio

Registered Investment Advisory firm - (6/2/2023 Terminated)

Texas

Registered Investment Advisory firm - (6/2/2023 Terminated)

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Contact information

Main Address

16600 Sprague Rd Suite 450, Middleburg Heights, OH 44130

Mailing Address

Phone number

(440) 664-4045

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FOURTH DIMENSION ADV 2A (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,055
AUM (Assets Under Management)	$ 283,639,266

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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Salvatore J. Dangelo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

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STRATOS WEALTH PARTNERS, LTD

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LPL FINANCIAL LLC

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KEY INVESTMENT SERVICES LLC

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

LEGG MASON WOOD WALKER, INCORPORATED

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

FOURTH DIMENSION WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/6/2005

Series 63

Date: 12/12/1997

SIE

Date: 10/1/2018

Series 7

Date: 12/8/1997

Series 24

Date: 8/27/2004

Current Firm

FOURTH DIMENSION WEALTH, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOURTH DIMENSION WEALTH, LLC

TRUST BUT VERIFY

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