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RD

Robert A. Deangelo

DORSEY, WRIGHT & ASSOCIATES
Richmond, VA 23230
Some features on this profile are disabled
CRD#: 5164423
RD

Professional summary

Robert Anthony Deangelo, who also goes by Robert Deangelo, is a registered financial advisor currently at DORSEY, WRIGHT & ASSOCIATES, LLC located in Richmond, Virginia and NASDAQ CAPITAL MARKETS ADVISORY LLC located in New York, New York.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Robert has worked at 4 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robert Deangelo

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 Robert Anthony 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

July 27, 2017 - Present

DORSEY, WRIGHT & ASSOCIATES, LLC

Office #1: 3300 W Leigh Street, Richmond, VA 23230
RIA
CRD#: 104925
Richmond, VA
Current

April 26, 2021 - Present

NASDAQ CAPITAL MARKETS ADVISORY LLC

Office #1: 151 West 42nd Street, New York, NY 10036
BD
CRD#: 104295
New York, NY
Past

September 8, 2020 - December 13, 2021

NASDAQ EXECUTION SERVICES, LLC

BD
CRD#: 7270
NEW YORK, NY
Past

May 30, 2007 - August 4, 2015

NEUBERGER BERMAN BD LLC

RIA
CRD#: 2908
CHICAGO, IL
Past

March 16, 2007 - August 4, 2015

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
NEW YORK, NY

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".
DW
DORSEY, WRIGHT & ASSOCIATES, LLC
DORSEY WRIGHT & ASSOCIATES | NASDAQ DORSEY WRIGHT | DORSEY, WRIGHT & ASSOCIATES, LLC | DORSEY, WRIGHT & ASSOCIATES, INC. | DORSEY WRIGHT MONEY MANAGEMENT

CRD#: 104925 / SEC#: 801-29045

RIA
Registered Investment Advisory firm - (3/6/1987 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
Virginia
(7/27/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/29/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/15/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/25/2021
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

DW
DORSEY, WRIGHT & ASSOCIATES, LLC
DORSEY WRIGHT & ASSOCIATES | NASDAQ DORSEY WRIGHT | DORSEY, WRIGHT & ASSOCIATES, LLC | DORSEY, WRIGHT & ASSOCIATES, INC. | DORSEY WRIGHT MONEY MANAGEMENT

CRD#: 104925 / SEC#: 801-29045

RIA
Registered Investment Advisory firm - (3/6/1987 Approved)
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Contact information

Main Address
3300 W Leigh Street, Richmond, VA 23230
Mailing Address
Phone number
(804) 320-8511
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts815
AUM (Assets Under Management)$ 755,135,613

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.

Company Information

DORSEY, WRIGHT & ASSOCIATES, LLC

CRD#: 104925Richmond, VA 23230

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