Timothy J. Deangelo

SMITHBRIDGE ASSET MANAGEMENT

Chadds Ford, PA 19317

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CRD#: 4464790

Professional summary

Timothy John Deangelo is a registered financial advisor currently at SMITHBRIDGE ASSET MANAGEMENT, INC. located in Chadds Ford, Pennsylvania.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Timothy has worked at 6 firms and has passed the Series 63, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy John Deangelo'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

August 23, 2024 - Present

SMITHBRIDGE ASSET MANAGEMENT, INC.

Office #1: 116 Commons Court, Chadds Ford, PA 19317

RIA

CRD#: 106261

Chadds Ford, PA

Past

October 2, 2023 - December 1, 2023

CREATIVE PLANNING

RIA

CRD#: 105348

Wilmington, DE

Past

June 11, 2020 - October 6, 2023

DANIELS + TANSEY, L.L.P.

RIA

CRD#: 127816

WILMINGTON, DE

Past

June 15, 2011 - February 14, 2014

J.P. MORGAN SECURITIES LLC

CRD#: 79

PHILADELPHIA, PA

Past

October 5, 2009 - January 20, 2011

SAL EQUITY TRADING, GP

CRD#: 29337

BALA CYNWYD, PA

Past

May 19, 2006 - October 5, 2009

SUSQUEHANNA FINANCIAL GROUP, LLLP

CRD#: 35865

BALA CYNWYD, PA

Past

November 6, 2001 - September 2, 2009

SAL EQUITY TRADING, GP

CRD#: 29337

BALA CYNWYD, PA

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".

SMITHBRIDGE ASSET MANAGEMENT, INC.

SMITHBRIDGE ASSET MANAGEMENT INC | SMITHBRIDGE ASSET MANAGEMENT, INC.

CRD#: 106261 / SEC#: 801-53667

RIA

Registered Investment Advisory firm - (1/16/1997 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

Pennsylvania
(8/23/2024)

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

Series 63

Date: 5/15/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 55

Date: 12/6/2001

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 11/5/2001

General Securities Representative Examination

Current Firm

SMITHBRIDGE ASSET MANAGEMENT, INC.

SMITHBRIDGE ASSET MANAGEMENT INC | SMITHBRIDGE ASSET MANAGEMENT, INC.

CRD#: 106261 / SEC#: 801-53667

RIA

Registered Investment Advisory firm - (1/16/1997 Approved)

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Contact information

Main Address

116 Commons Court, Chadds Ford, PA 19317

Mailing Address

Phone number

(610) 361-9141

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,061
AUM (Assets Under Management)	$ 665,788,590

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

Timothy J. Deangelo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy John Deangelo's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVE PLANNING

DANIELS + TANSEY, L.L.P.

J.P. MORGAN SECURITIES LLC

SAL EQUITY TRADING, GP

SUSQUEHANNA FINANCIAL GROUP, LLLP

SAL EQUITY TRADING, GP

Primary Firm SEC Registration

SMITHBRIDGE ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/15/2006

Series 55

Date: 12/6/2001

Series 7

Date: 11/5/2001

Current Firm

SMITHBRIDGE ASSET MANAGEMENT, INC.

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SMITHBRIDGE ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

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