John Deangelo, financial advisor Flemington NJ
86 score

John Deangelo

CRD Number: 3038418
Current Firm: Prestige Wealth Management Group, LLC

John Deangelo (CRD# 3038418) is an Investment Advisor Representative working at Prestige Wealth Management Group, LLC in Flemington, NJ and has over 18 years of experience in the finance industry. John Deangelo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Triad Advisors Inc. Norcross, GA Jul 2012 - Current 4
Prestige Wealth Management Flemmington, NJ Jun 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jersey City, NJ Mar 2008 - Jun 2012 4
Charles Schwab Bank N.a. Paramus, NJ Feb 2005 - Mar 2008 3
Charles Schwab & Company, Inc. New York, NY May 2000 - Mar 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S66 NASAA Uniform Combined State Law Examination Jul 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for John C. Deangelo
Phone Number: 908-782-0001
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    287
    MILLIONS
  • Total Number of Accounts
    1,252
    ACCOUNTS
  • Average Account Value
    $229,214
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NC, NH, NJ, NY, PA, SC

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BADGES
86

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