Daniel Robert Angelone
Professional Summary
Daniel Robert Angelone is a registered financial advisor currently at BROOKWOOD INVESTMENT GROUP located in Warick, Rhode Island. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Daniel has worked at 4 firms and has passed the Series 66, 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
There are no additional aliases reported.
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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
24 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
APO FINANCIAL | YOUR FINANCIAL PLANNER | YATRA WEALTH DESIGN | VET WEALTH | TRAKAS FINANCIAL | THE RETIREMENT ASSET MANAGEMENT GROUP | THE ALCHEMISTS | T. MANN FINANCIAL | STRATEGIC ASSET PRESERVATION, INC. | STRATEGIC ASSET MANAGEMENT | REDWOOD PRIVATE WEALTH | NVISION WEALTH | NICOLAYSEN WEALTH PARTNERS | NEW CENTURY CAPITAL MANAGEMENT | METROKAS-KAMISON ASSOCIATES | MARTIN SHAPIRO FINANCIAL SERVICES | LIVE LIFE WELL FINANCIAL | LAUREL WEALTH SOLUTIONS | JNORTH FINANCIAL | INNOVATIVE PLANNING PARTNERS | HEARTFELT FINANCIAL SOLUTIONS, LLC | FOCAL POINT FINANCIAL SERVICES | EVANS FINANCIAL GROUP | EHILL FINANCIAL GROUP | DOVETAIL CAPITAL MANAGEMENT LLC | CONSORTIUM OF WEALTH ADVISORS | COMPASS WEALTH STRATEGIES | CK WEALTH MANAGEMENT GROUP | BURGESSER WEALTH MANAGEMENT | BROOKWOOD INVESTMENT GROUP LLC | BROOKWOOD INVESTMENT GROUP | BREESE FINANCIAL GROUP | BLACK WEALTH FINANCIAL
Contact Information
Main Address
3930 E. Ray Road Suite 155, Phoenix, AZ 85044Phone Number
(480) 351-4740# of Employees
24SEC notice filing (46 States and Territories)
Registered to provide investment advisory services in 46 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
7,129AUM (Assets Under Management)
$1,252,366,250Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
APO FINANCIAL | YOUR FINANCIAL PLANNER | YATRA WEALTH DESIGN | VET WEALTH | TRAKAS FINANCIAL | THE RETIREMENT ASSET MANAGEMENT GROUP | THE ALCHEMISTS | T. MANN FINANCIAL | STRATEGIC ASSET PRESERVATION, INC. | STRATEGIC ASSET MANAGEMENT | REDWOOD PRIVATE WEALTH | NVISION WEALTH | NICOLAYSEN WEALTH PARTNERS | NEW CENTURY CAPITAL MANAGEMENT | METROKAS-KAMISON ASSOCIATES | MARTIN SHAPIRO FINANCIAL SERVICES | LIVE LIFE WELL FINANCIAL | LAUREL WEALTH SOLUTIONS | JNORTH FINANCIAL | INNOVATIVE PLANNING PARTNERS | HEARTFELT FINANCIAL SOLUTIONS, LLC | FOCAL POINT FINANCIAL SERVICES | EVANS FINANCIAL GROUP | EHILL FINANCIAL GROUP | DOVETAIL CAPITAL MANAGEMENT LLC | CONSORTIUM OF WEALTH ADVISORS | COMPASS WEALTH STRATEGIES | CK WEALTH MANAGEMENT GROUP | BURGESSER WEALTH MANAGEMENT | BROOKWOOD INVESTMENT GROUP LLC | BROOKWOOD INVESTMENT GROUP | BREESE FINANCIAL GROUP | BLACK WEALTH FINANCIAL
State Registrations and Notice Filings
(6/30/2023)
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 Daniel Robert Angelone's CRS (Customer Relationship Summary).
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