Angela BerkoskyCRD Number: 5908250
Current Firm: Domani Wealth, LLC
Angela Berkosky (CRD# 5908250) is an Investment Advisor Representative working at Domani Wealth, LLC in Lancaster, PA and has over 6 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
Thrivent Investment Management Inc.
|Domani Wealth, Llc (formerly Pbwm Holdings)||Lancaster, PA||Sep 2017 - Current||< 1|
|Pbwm Holdings||Lancaster, PA||Jan 2015 - Sep 2017||2|
|Parentebeard Wealth Management LLC||Lancaster, PA||Oct 2010 - Jan 2015||4|
|Select Asset Management & Trust||Mechanicsburg, PA||Mar 2004 - Oct 2010||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2011|
Total Assets Under Management1,004MILLIONS
Total Number of Accounts844ACCOUNTS
Average Account Value$1,189,719
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, MD, NC, NJ, NY, PA, TX, VA