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 over 2 years of experience in the finance industry.

Similar Advisors
Luke Adams, financial advisor Poughkeepsie NY
Luke Adams
CRD# 7025158
Oppenheimer & Company Inc.
Similar Advisors
Reisa Adato, financial advisor Poughkeepsie NY
Reisa S. Adato
CRD# 5619407
Edward Jones
Similar Advisors
Kashif Ali, financial advisor Poughkeepsie NY
Kashif A. Ali
CRD# 5727035
J.p. Morgan Securities LLC
Company Name Location Dates Years
D'arcangelo Financial Advisors, LLC Poughkeepsie, NY Feb 2022 - Current 2
Prager Metis Cpas LLC Poughkeepsie, NY Jan 2020 - Current 4
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: https://dfanys.com
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Educational seminars/workshops
Types of Clients
Registered States

CT, FL, NJ, NY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.