BA

Bruce T. Angelini

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CRD#: 3095154
BA

Professional summary


Being a previously registered professional could mean that this person 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.

Bruce Thomas Angelini JR was a registered financial professional .

Bruce is a previously registered financial professional and started their career in finance in 1998. Bruce had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.

CRS (Client Relationship Summary)


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

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


Past

February 27, 2004 - October 11, 2018

FAIRPORT ADVISORS, INC.

RIA
CRD#: 117177
WESTPORT, CT
Past

February 24, 2004 - October 25, 2017

FAIRPORT CAPITAL, INC.

BD
CRD#: 15034
SCOTTSDALE, AZ
Past

March 27, 2002 - February 3, 2004

ADVICEONE ADVISORY SERVICES, LLC

RIA
CRD#: 111614
GLASTONBURY, CT
Past

February 15, 2001 - February 3, 2004

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

August 14, 1998 - February 14, 2001

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FA
FAIRPORT ADVISORS, INC.
FAIRPORT ADVISORS, INC. | FLEET WEALTH MANAGEMENT GROUP

CRD#: 117177 / SEC#:

Arizona
Registered Investment Advisory firm - (6/24/2022 Approved)
California
Registered Investment Advisory firm - (1/1/2020 Terminated)
Connecticut
Registered Investment Advisory firm - (8/6/1998 Approved)
Florida
Registered Investment Advisory firm - (11/21/2011 Approved)
Georgia
Registered Investment Advisory firm - (9/30/2025 Approved)
Louisiana
Registered Investment Advisory firm - (11/10/2004 Terminated)
Nevada
Registered Investment Advisory firm - (12/15/2012 Terminated)
New York
Registered Investment Advisory firm - (4/2/2007 Approved)
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Contact information


Main Address
9141 E. Hidden Spur Trail, Scottsdale, AZ 85255
Mailing Address
Phone number
(480) 247-6874
Established
Firm type
Fiscal year end
# of Employees
7

Regulatory assets under management


Total Number of Accounts62
AUM (Assets Under Management)$ 54,700,000

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.

Company Information


FAIRPORT ADVISORS, INC.

CRD#: 117177

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