BD
Brian E. Difilippo
D'ARCANGELO FINANCIAL ADVISORS
Poughkeepsie, NY
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CRD#: 7500965
BD
Professional summary
Brian Edward Difilippo is a registered financial advisor currently at D'ARCANGELO FINANCIAL ADVISORS, LLC located in Poughkeepsie, New York.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brian has worked at 1 firm and has passed the Series 65 exam.
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.
Partner, Arlington Professional Suites LLC, 510 Haight Ave, Poughkeepsie NY, Real Estate Rental from 10/2017 to Present Manage Real Estate,25 hrs 10 hrs during trading hours, Not investment related. Member, PM Merchant Solutions LLC, C/O PM 39 Riverside Ave, 1st Floor, Westport, CT 06880, Not investment Related, zero hours during trading hours, Start 01/2020 to Present. CPA related Member, Prager Metis International LLC, 14 Penn Plaza, 18th Floor, New York, NY 10122, Not investment related, Zero hours during trading hours Start 01/2020-Present. CPA related Member, PM Human Capital Holdings, LLC, 100 Sunnyside Blvd, Ste 200, Woodbury, NY 11797, Not investment related, Zero hours during trading hours. CPA related Member Priority Funds, LLC - Real Estate from Dec 2021 to Present, 710 Sunset Rd, West palm Beach, FL 33401, Zero hours during trading hours. Not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Edward Difilippo'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®
NoneExperience
Current
March 21, 2022 - Present
D'ARCANGELO FINANCIAL ADVISORS, LLC
RIA
CRD#: 117833
Poughkeepsie, NY
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 York(3/21/2022)
Current Firm
DF
D'ARCANGELO FINANCIAL ADVISORS, LLC
D'ARCANGELO FINANCIAL ADVISORS, LLC
CRD#: 117833 / SEC#:
Connecticut
Registered Investment Advisory firm - (3/16/2018 Approved)Florida
Registered Investment Advisory firm - (1/13/2011 Approved)Massachusetts
Registered Investment Advisory firm - (7/2/2025 Approved)New Jersey
Registered Investment Advisory firm - (1/29/2024 Approved)New York
Registered Investment Advisory firm - (10/14/1999 Approved)Pennsylvania
Registered Investment Advisory firm - (11/18/2014 Terminated)South Carolina
Registered Investment Advisory firm - (9/27/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
510 Haight Avenue Suite 201, Poughkeepsie, NY 12603
Mailing Address
Phone number
(845) 473-8261
Established
Firm type
Fiscal year end
# of Employees
5
Red Flags
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