Joseph Edward Angelli
Professional Summary
Joseph Edward Angelli, who also goes by Joseph Angelli, is a registered financial advisor currently at AMERICAN FINANCIAL ASSOCIATES, INC. located in Easton, Pennsylvania. Joseph is registered as a RR (Registered Representative) and started their career in finance in 1999. Joseph has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joseph Angelli
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Videos & Posts
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O'HAGAN GROUP, INC.
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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O'HAGAN GROUP, INC.
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.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
AMERICAN FINANCIAL ASSOCIATES, INC.
Contact Information
Main Address
1700 Northampton Street Suite A, Easton, PA 18042-1659Mailing Address
1700 Northampton Street, Suite A, Easton, PA 18042-1659Phone Number
(610) 559-1600Established
Pennsylvania since 07/23/1991Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (20 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DALBERTO, HENRY LEONDINO | PRESIDENT CEO / CCO / CFO / PFO / POO | — |
Disclosures
Regulatory Event
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O'HAGAN GROUP, INC.
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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O'HAGAN GROUP, INC.
State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Joseph Edward Angelli's CRS (Customer Relationship Summary).
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O'HAGAN GROUP, INC.
