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AM

Angela E. Major Hart

VERIDIAN PRIVATE WEALTH MANAGEMENT
WARRENVILLE, IL 60555
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CRD#: 7062196
AM

Professional summary


Angela E Major Hart, CFP®, who also goes by Angela E. Hart, Angela Hart, Angela E. Major, is a registered financial advisor currently at VERIDIAN PRIVATE WEALTH MANAGEMENT located in Warrenville, Illinois.

Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Angela has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Angela E. Hart | Angela Hart | Angela E. Major

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.
Ms. Hart is a licensed attorney and an active member of the IL Bar. She may receive compensation if she chooses to act in this capacity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Angela E Major Hart'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®
CFP®

Start date: 2018

Experience


Current

January 17, 2025 - Present

VERIDIAN PRIVATE WEALTH MANAGEMENT

Office #1: 4320 Winfeld Road, Suite 200, Warrenville, IL 60555
RIA
CRD#: 330270
WARRENVILLE, IL
Past

April 17, 2024 - December 9, 2024

VERIDIAN PRIVATE WEALTH MANAGEMENT

RIA
CRD#: 330270
WARRENVILLE, IL
Past

February 22, 2019 - July 7, 2021

NORTHERN TRUST SECURITIES, INC.

BD
CRD#: 7927
OAKBROOK TERRACE, IL

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
Illinois
(1/17/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 3/21/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/22/2019
General Securities Representative Examination
General Industry/Product Exam

Current Firm


VP
VERIDIAN PRIVATE WEALTH MANAGEMENT
VERIDIAN | VPWM | VERIDIAN WEALTH | VERIDIAN PRIVATE WEALTH MANAGEMENT LLC | VERIDIAN PRIVATE WEALTH MANAGEMENT

CRD#: 330270 / SEC#: 801-129797

RIA
Registered Investment Advisory firm - (12/9/2024 Terminated)
Illinois
Registered Investment Advisory firm - (1/17/2025 Approved)
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Contact information


Main Address
4320 Winfeld Road, Suite 200, Warrenville, IL 60555
Mailing Address
Phone number
(815) 814-2763
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts4
AUM (Assets Under Management)$ 8,300,000

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


VERIDIAN PRIVATE WEALTH MANAGEMENT

CRD#: 330270Warrenville, IL 60555

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