Anthony D'angeloCRD Number: 3004535
Current Firm: Wells Fargo Clearing Services, LLC
Anthony D'angelo (CRD# 3004535) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Summit, NJ and has over 20 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
High Mountain Financial Coaching LLC
|Wells Fargo Clearing Services, LLC||Oakhurst, NJ||Nov 2016 - Current||5|
|Wells Fargo Advisors LLC||Oakhurst, NJ||Mar 2012 - Nov 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2002|
|S66||NASAA Uniform Combined State Law Examination||Jul 2005|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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