Angela M. Zangarola

QUANTUM WEALTH STRATEGIES

Shelby Township, MI

Some features on this profile are disabled

CRD#: 6543345

Professional summary

Angela Marie Zangarola, who also goes by Angela Zangarola Santangelo, Angela Z. Santangelo, Angela Zangarola, is a registered financial advisor currently at QUANTUM WEALTH STRATEGIES, LLC located in Shelby Township, Michigan.

Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Angela has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Angela Zangarola Santangelo | Angela Z. Santangelo | Angela Zangarola

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.

1) As a licensed insurance agent, I am appointed with various insurance companies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Marie Zangarola'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

March 19, 2021 - Present

QUANTUM WEALTH STRATEGIES, LLC

RIA

CRD#: 312748

Shelby Township, MI

Past

October 26, 2018 - March 22, 2021

SPC

RIA

CRD#: 110692

Shelby Township, MI

Past

October 26, 2018 - March 22, 2021

SIGMA FINANCIAL CORPORATION

CRD#: 14303

Shelby Township, MI

Past

September 11, 2018 - October 15, 2018

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

STERLING HEIGHTS, MI

Past

September 11, 2018 - October 15, 2018

SECURITIES AMERICA, INC.

CRD#: 10205

STERLING HEIGHTS, MI

Past

March 28, 2018 - September 7, 2018

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

BIRMINGHAM, MI

Past

January 8, 2018 - September 7, 2018

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

BIRMINGHAM, MI

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

Michigan
(3/19/2021)

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

State Security Law Exam

IAR

Series 66

Date: 3/26/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/8/2018

General Securities Representative Examination

Current Firm

QUANTUM WEALTH STRATEGIES, LLC

CRD#: 312748 / SEC#:

Michigan

Registered Investment Advisory firm - (2/16/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Shelby Township, MI

Mailing Address

145 S. Livernois Rd. #255, Rochester Hills, MI 48307

Phone number

(248) 396-2593

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	152
AUM (Assets Under Management)	$ 21,348,675

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Angela M. Zangarola

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Marie Zangarola's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUANTUM WEALTH STRATEGIES, LLC

SPC

SIGMA FINANCIAL CORPORATION

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/26/2018

SIE

Date: 10/1/2018

Series 7

Date: 1/8/2018

Current Firm

QUANTUM WEALTH STRATEGIES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

QUANTUM WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

Similar Advisors