Samuel Angelo, financial advisor Parsippany NJ
93 score

Samuel Angelo

CRD Number: 1126535
Current Firm: 1st Global Advisors Inc.

Samuel Angelo (CRD# 1126535) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Parsippany, NJ and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Advisors, Inc. Parsippany, NJ May 2006 - Current 10
Hunter Financial Services, Inc. Fair Lawn, NJ Jun 2005 - Current 11
1st Global Insurance Services Parsippany, NJ Mar 2004 - Current 12
Headquarters Advisory Group, LLC Parsippany, NJ Feb 2001 - Current 15
1st Global Capital Corp Parsippany, NJ Jan 2001 - Current 15
Power Wealth Management, LLC Hackensack, NJ Dec 2009 - Jul 2014 4
Plaza Wealth Management LLC Hackensack, NJ Mar 2005 - Dec 2009 4
Plaza Wealth Management LLC Hackensack, NJ Jun 2005 - Dec 2007 2
Security Employee Benefits, Inc. Cranford, NJ Jan 1990 - Nov 2007 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Samuel J. Angelo
Phone Number: 214-294-5000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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