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Robert Anthony Deangelo

NASDAQ DORSEY WRIGHT
NEW YORK, NY
·CRD# 5164423·19 years experience

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...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert Deangelo

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

19 years in the financial services industry

Current & Past Employments

Current

NASDAQ DORSEY WRIGHTCurrent·CRD# 104925
RIA
151 W 42nd Street, New York, NY 10036
February 26, 2026 - Present
NASDAQ CAPITAL MARKETS ADVISORY LLCCurrent·CRD# 104295
BD
151 West 42nd Street, New York, NY 10036
April 26, 2021 - Present

Past

NASDAQ DORSEY WRIGHTPast·CRD# 104925
RIA
Richmond, VA
July 27, 2017 - December 31, 2025
NASDAQ EXECUTION SERVICES, LLCPast·CRD# 7270
BD
New York, NY
September 8, 2020 - December 13, 2021
NEUBERGER BERMAN BD LLCPast·CRD# 2908
RIA
Chicago, IL
May 30, 2007 - August 4, 2015
NEUBERGER BERMAN BD LLCPast·CRD# 2908
BD
New York, NY
March 16, 2007 - August 4, 2015

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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 - SEC (3/6/1987 Approved)

Contact Information

Main Address

3300 W Leigh Street, Richmond, VA 23230

Phone Number

(804) 320-8511

# of Employees

25

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US 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 Accounts

840

AUM (Assets Under Management)

$1,011,889,492

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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.

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.

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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 - SEC (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.
IAR
Virginia
(2/26/2026)

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.

Series 66 — Uniform Combined State Law Examination

Passed May 2007About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Mar 2007About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed May 2021About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Anthony Deangelo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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