Salvatore John Dangelo
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
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
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Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
CLEAR GOAL FINANCIAL, LLC | SEMPER FIDELIS FINANCIAL | LAKEPOINTE ADVISORS LLC | FOURTH DIMENSION WEALTH, LLC
Contact Information
Main Address
16600 Sprague Rd Suite 450, Middleburg Heights, OH 44130Phone Number
(440) 664-4045# of Employees
16SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,134AUM (Assets Under Management)
$356,442,552Similar Advisors
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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.
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Primary Firm SEC Registration
CLEAR GOAL FINANCIAL, LLC | SEMPER FIDELIS FINANCIAL | LAKEPOINTE ADVISORS LLC | FOURTH DIMENSION WEALTH, LLC
State Registrations and Notice Filings
(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.
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CRS (Client Relationship Summary) - RIA
Click below to view Salvatore John Dangelo's CRS (Customer Relationship Summary).
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