Derek Deangelis (CRD# 4281585) is an Investment Advisor Representative working at Apex Wealth Management, LLC in Bedford, NH and has over 23 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apex Wealth Management, LLC | Bedford, NH | Nov 2021 - Current | 2 |
| Peak Wealth Management, LLC | Bedford, NH | Oct 2015 - Mar 2022 | 6 |
| Fidelity Brokerage Services, LLC | Merrimack, NH | Jun 2006 - Oct 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2006 |
- NH
-
Total Assets Under Management138MILLIONS
-
Total Number of Accounts233ACCOUNTS
-
Average Account Value$591,343
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MA, NH
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