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AJ

Angela D. Johnson

TREASURE COAST FINANCIAL PLANNING
Vero Beach, FL 32963
Some features on this profile are disabled
CRD#: 7481206
AJ

Professional summary

Angela Dawn Johnson, who also goes by Angela D Johnson, is a registered financial advisor currently at TREASURE COAST FINANCIAL PLANNING, INC. located in Vero Beach, Florida.

Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Angela has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Angela D Johnson

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 Angela Dawn Johnson'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®
None

Experience

Current

November 17, 2025 - Present

TREASURE COAST FINANCIAL PLANNING, INC.

Office #1: 545 Beachland Blvd, Vero Beach, FL 32963
RIA
CRD#: 166684
Vero Beach, FL

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".
TC
TREASURE COAST FINANCIAL PLANNING, INC.
TREASURE COAST FINANCIAL PLANNING, INC.

CRD#: 166684 / SEC#: 801-77753

RIA
Registered Investment Advisory firm - (3/26/2013 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
(12/3/2025)
IAR
Texas
(11/17/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/17/2025
Uniform Investment Adviser Law Examination

Current Firm

TC
TREASURE COAST FINANCIAL PLANNING, INC.
TREASURE COAST FINANCIAL PLANNING, INC.

CRD#: 166684 / SEC#: 801-77753

RIA
Registered Investment Advisory firm - (3/26/2013 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
545 Beachland Blvd, Vero Beach, FL 32963
Mailing Address
Phone number
(772) 231-1422
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (22 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

TREASURE COAST FINANCIAL PLANNING 2025 REVISED REVISED FORM ADV PART 2A/2B (12/15/2025)

Regulatory assets under management

Total Number of Accounts641
AUM (Assets Under Management)$ 206,877,327

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

TREASURE COAST FINANCIAL PLANNING, INC.

CRD#: 166684Vero Beach, FL 32963

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