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DA

David P. Angeline

KARPUS INVESTMENT MANAGEMENT
Pittsford, NY 14534
Some features on this profile are disabled
CRD#: 7421166
DA

Professional summary

David Patrick Angeline, AIF® is a registered financial advisor currently at KARPUS INVESTMENT MANAGEMENT located in Pittsford, New York.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. David has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 David Patrick Angeline'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

January 7, 2022 - Present

KARPUS INVESTMENT MANAGEMENT

Office #1: 183 Sully's Trail, Pittsford, NY 14534
RIA
CRD#: 110275
Pittsford, 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".
KI
KARPUS INVESTMENT MANAGEMENT
INVESTMENT ADVISOR | KARPUS MANAGEMENT INC | KARPUS INVESTMENT MANAGEMENT

CRD#: 110275 / SEC#: 801-29607

RIA
Registered Investment Advisory firm - (3/5/1987 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
Florida
(12/4/2022)
IAR
New York
(1/7/2022)
IAR
Texas
(7/29/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/7/2022
Uniform Investment Adviser Law Examination

Current Firm

KI
KARPUS INVESTMENT MANAGEMENT
INVESTMENT ADVISOR | KARPUS MANAGEMENT INC | KARPUS INVESTMENT MANAGEMENT

CRD#: 110275 / SEC#: 801-29607

RIA
Registered Investment Advisory firm - (3/5/1987 Approved)
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Contact information

Main Address
183 Sully's Trail, Pittsford, NY 14534
Mailing Address
Phone number
(585) 586-4680
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (46 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KARPUS INVESTMENT MANAGEMENT (9/26/2025)

Regulatory assets under management

Total Number of Accounts2,279
AUM (Assets Under Management)$ 4,010,769,565

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

KARPUS INVESTMENT MANAGEMENT

CRD#: 110275Pittsford, NY 14534

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