Charles J. D'angelo

WESTMOUNT CAPITAL GROUP

SUMMIT, NJ 07901

CRD#: 5815633

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Professional summary

Charles J.a. D'angelo, who also goes by Charles D'angelo, is a registered financial advisor currently at WESTMOUNT CAPITAL GROUP LLC located in Summit, New Jersey.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Charles has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charles D'angelo

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 Charles J.a. D'angelo's 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

June 18, 2026 - Present

WESTMOUNT CAPITAL GROUP LLC

Office #1: 4 Warwick Rd, Summit, NJ 07901

RIA

CRD#: 339303

SUMMIT, NJ

Past

May 10, 2013 - May 3, 2017

ALEXANDRIA CAPITAL

RIA

CRD#: 129120

WASHINTON, DC

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
(6/18/2026)

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

Current Firm

WESTMOUNT CAPITAL GROUP LLC

CRD#: 339303 / SEC#:

New Jersey

Registered Investment Advisory firm - (6/18/2026 Approved)

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Contact information

Main Address

4 Warwick Rd, Summit, NJ 07901

Mailing Address

Phone number

(202) 370-6880

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Charles J. D'angelo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles J.a. D'angelo's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTMOUNT CAPITAL GROUP LLC

ALEXANDRIA CAPITAL

State Registrations and Notice Filings

Exams

Current Firm

WESTMOUNT CAPITAL GROUP LLC

Contact information

Documents

Red Flags

Company Information

WESTMOUNT CAPITAL GROUP LLC

TRUST BUT VERIFY

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