David Angeli, financial advisor Newark NJ

David Angeli

CRD Number: 5742843
Current Firm: Pgim Investments LLC

David Angeli (CRD# 5742843) is an Investment Advisor Representative working at Pgim Investments LLC in Newark, NJ and has over 14 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Pgim Investments,llc Newark, NJ Oct 2021 - Current 2
Prudential Investment Management Services LLC Newark, NJ Aug 2020 - Current 3
Pgim Investments,llc Newark, NJ Aug 2020 - Current 3
Millington Securities, Inc. Red Bank, NJ Jan 2020 - Aug 2020 < 1
Wbi Investments Red Bank, NJ Apr 2013 - Aug 2020 7
Foreside Fund Services, LLC Red Bank, NJ Jan 2017 - Dec 2019 2
Quasar Distributors, LLC Milwaukee, WI May 2013 - Dec 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2010
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for David B. Angeli
Phone Number: 973-802-9908
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    311,778
    MILLIONS
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $1,732,100,055
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

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