Patrick Danglidis (CRD# 7295695) is an Investment Advisor Representative working at Capital A Wealth Management in New Castle, PA and has over 2 years of experience in the finance industry.
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Capital A Wealth Management | New Castle, PA | Nov 2023 - Current | < 1 |
Capital A Wealth Management, LLC | Cranberry Township, PA | Jul 2021 - Current | 2 |
Capital A Insurance, LLC | Cranberry Township, PA | Jul 2021 - Current | 2 |
Ae Wealth Management, LLC | Topeka, KS | Aug 2022 - Nov 2023 | 1 |
Westpac Wealth Partners | Scottsdale, AZ | Aug 2020 - Jul 2021 | < 1 |
Amotec Inc. | Cleveland, OH | May 2019 - Jun 2020 | 1 |
California University Of Pennsylvania | California, PA | Aug 2015 - May 2019 | 3 |
Neshannock Jr./sr. High School | New Castle, PA | Aug 2012 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- PA
-
Total Assets Under Management149MILLIONS
-
Total Number of Accounts817ACCOUNTS
-
Average Account Value$182,567
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, FL, OH, PA, TX
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