Lino Deangelis

ALLIANCE WEALTH MANAGEMENT GROUP

Flemington, NJ 08822

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CRD#: 5085579

Professional summary

Lino Deangelis, CFP® is a registered financial advisor currently at ALLIANCE WEALTH MANAGEMENT GROUP, LLC located in Flemington, New Jersey.

Lino is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Lino has worked at 4 firms .

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 Lino 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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

April 12, 2021 - Present

ALLIANCE WEALTH MANAGEMENT GROUP, LLC

Office #1: 23 Royal Road Suite 101, Flemington, NJ 08822

RIA

CRD#: 169573

Flemington, NJ

Past

April 19, 2018 - March 22, 2021

GLOBAL WEALTH MANAGEMENT, LLC

RIA

CRD#: 153677

KINGSTON, NJ

Past

May 25, 2010 - December 31, 2017

GLOBAL WEALTH MANAGEMENT, LLC

RIA

CRD#: 153677

KINGSTON, NJ

Past

September 18, 2009 - July 29, 2010

ICICI GROUP GLOBAL PRIVATE CLIENTS

RIA

CRD#: 106251

PRINCETON, NJ

Past

March 13, 2006 - October 16, 2006

JANNEY MONTGOMERY SCOTT LLC

RIA

CRD#: 463

PHILADELPHIA, 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".

ALLIANCE WEALTH MANAGEMENT GROUP, LLC

ALLIANCE WEALTH MANAGEMENT GROUP, LLC | LAURA ADVISORS, LLC

CRD#: 169573 / SEC#: 801-78935

RIA

Registered Investment Advisory firm - (1/8/2014 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 Jersey
(4/12/2021)

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

Current Firm

ALLIANCE WEALTH MANAGEMENT GROUP, LLC

ALLIANCE WEALTH MANAGEMENT GROUP, LLC | LAURA ADVISORS, LLC

CRD#: 169573 / SEC#: 801-78935

RIA

Registered Investment Advisory firm - (1/8/2014 Approved)

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Contact information

Main Address

23 Royal Road Suite 101, Flemington, NJ 08822

Mailing Address

Phone number

(908) 751-7090

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,137
AUM (Assets Under Management)	$ 424,154,401

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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Lino Deangelis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ALLIANCE WEALTH MANAGEMENT GROUP, LLC

GLOBAL WEALTH MANAGEMENT, LLC

GLOBAL WEALTH MANAGEMENT, LLC

ICICI GROUP GLOBAL PRIVATE CLIENTS

JANNEY MONTGOMERY SCOTT LLC

Primary Firm SEC Registration

ALLIANCE WEALTH MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Current Firm

ALLIANCE WEALTH MANAGEMENT GROUP, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLIANCE WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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