Marc Deangelo (CRD# 5136000) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Guilford, CT and has over 17 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B. Riley Wealth Advisors | Memphis, TN | Feb 2024 - Current | < 1 |
| B. Riley Wealth Management | Goshen, NY | Jul 2022 - Current | 1 |
| National Securities Corporation | New York, NY | Jun 2016 - Jul 2022 | 6 |
| Investors Capital Corporation | Lynnfield, MA | Dec 2008 - Jun 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
- NY
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Total Assets Under Management7,645MILLIONS
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Total Number of Accounts20,038ACCOUNTS
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Average Account Value$381,538
- A percentage of assets under your management
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