AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RD

Robert A. Deangelo

NASDAQ DORSEY WRIGHT
NEW YORK, NY 10036
Some features on this profile are disabled
CRD#: 5164423
RD
Robert Anthony DeangeloNASDAQ DORSEY WRIGHT

Professional summary


Robert Anthony Deangelo, who also goes by Robert Deangelo, is a registered financial advisor currently at NASDAQ DORSEY WRIGHT located in New York, New York 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.

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.
MAKES SENSE CLOTHING, I AM THE OWNER. NOT INVESTMENT RELATED,3158 AVENUE W BROOKLYN, NY 11229.THE NATURE OF THE BUSINESS IS SCREEN PRINT ON THE SHIRTS AND SELL THEM. START DATE 5/2/2012. NO HOURS ARE DEVOTED TO THIS BUSINESS DURING TRADING HOURS. ******************************************** SELF-EMPLOYED,NOT INVESTMENT-RELATED,PERSONAL TRAINING,START DATE OF RELATIONSHIP, 2/16/2013,HOURS/MONTH DEVOTE TO THE OTHER BUSINESS - 20 HOURS,HOURS DEVOTER TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS - 0 HOURS, PERSONAL AND GROUP TRAINING PEOPLE. Make Cents Investments-Partner- Rental Income-passive income that does not interfere with Nasdaq business.

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

February 26, 2026 - Present

NASDAQ DORSEY WRIGHT

Office #1: 151 W 42nd Street, New York, NY 10036
RIA
CRD#: 104925
NEW YORK, NY
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

July 27, 2017 - December 31, 2025

NASDAQ DORSEY WRIGHT

RIA
CRD#: 104925
RICHMOND, VA
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".
ND
NASDAQ DORSEY WRIGHT
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
(2/26/2026)

Exams


What does exam status mean?
State Security Law Exam
RR
IAR
Series 66
Status Unavailable
Passed: 5/29/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Status Unavailable
Passed: 3/15/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Status Unavailable
Passed: 5/25/2021
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


ND
NASDAQ DORSEY WRIGHT
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)
Loading...

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)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV 2A (3/27/2026)

Regulatory assets under management


Total Number of Accounts840
AUM (Assets Under Management)$ 1,011,889,492

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


NASDAQ DORSEY WRIGHT

CRD#: 104925New York, NY 10036

TRUST BUT VERIFY

Monitor Robert Deangelo

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Elizabeth Katz Miller
Elizabeth MillerAdvisorCheck Check Mark
SUMMIT PLACE FINANCIAL ADVISORS, LLC
IAR
SUMMIT, NJ
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
PARAMUS, NJ
Anthony J. Macagna
Anthony MacagnaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
PARAMUS, NJ
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.