Brian Difilippo, financial advisor Poughkeepsie NY

Brian Difilippo

CRD Number: 7500965
Current Firm: D'arcangelo Financial Advisors, LLC

Brian Difilippo (CRD# 7500965) is an Investment Advisor Representative working at D'arcangelo Financial Advisors, LLC in Poughkeepsie, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
D'arcangelo Financial Advisors, LLC Poughkeepsie, NY Feb 2022 - Current 1
Prager Metis Cpas LLC Poughkeepsie, NY Jan 2020 - Current 3
D'arcangelo & Company LLP Poughkeepsie, NY Jan 2005 - Jan 2020 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2022
Contact Info for Brian E. Difilippo
Phone Number: 845-473-8261
Firm Website:
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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