Derek C. Deangelis

APEX WEALTH MANAGEMENT

Bedford, NH 03110

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CRD#: 4281585

Professional summary

Derek Christopher Deangelis, who also goes by Derek C Deangelis, is a registered financial advisor currently at APEX WEALTH MANAGEMENT, LLC located in Bedford, New Hampshire.

Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Derek has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Derek C Deangelis

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.

Peak Wealth Management, LLC; Yes, 1 Hardy Road #400, Bedford NH 03110; Managing Member; dual registration on temporary basis to facilitate transition of clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Christopher Deangelis'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

November 10, 2021 - Present

APEX WEALTH MANAGEMENT, LLC

Office #1: 1 Hardy Rd #400, Bedford, NH 03110

RIA

CRD#: 317091

Bedford, NH

Past

November 16, 2015 - March 9, 2022

PEAK WEALTH MANAGEMENT LLC

RIA

CRD#: 281036

BEDFORD, NH

Past

July 6, 2006 - October 15, 2015

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

NASHUA, NH

Past

June 22, 2006 - October 14, 2015

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

NASHUA, NH

Past

July 31, 2003 - June 1, 2006

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

WESTBORO, MA

Past

July 31, 2003 - June 1, 2006

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

WESTBORO,, MA

Past

October 30, 2000 - July 9, 2003

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

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".

APEX WEALTH MANAGEMENT, LLC

CRD#: 317091 / SEC#: 801-122628

RIA

Registered Investment Advisory firm - (11/4/2021 Approved)

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

New Hampshire
(11/10/2021)

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: 6/29/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/14/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/14/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/3/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/28/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

APEX WEALTH MANAGEMENT, LLC

CRD#: 317091 / SEC#: 801-122628

RIA

Registered Investment Advisory firm - (11/4/2021 Approved)

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Contact information

Main Address

1 Hardy Rd #400, Bedford, NH 03110

Mailing Address

Phone number

(603) 488-2475

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AWM DISCLOSURE BROCHURE (10/22/2025)

Regulatory assets under management

Total Number of Accounts	264
AUM (Assets Under Management)	$ 170,183,968

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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Advisor Monitoring

Firm Stability Insights

Derek C. Deangelis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Christopher Deangelis's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEAK WEALTH MANAGEMENT LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

APEX WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/29/2006

Series 63

Date: 11/14/2000

SIE

Date: 10/14/2015

Series 7

Date: 5/3/2006

Series 6

Date: 10/28/2000

Current Firm

APEX WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

APEX WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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