Daniel Angelone, financial advisor Phoenix AZ

Daniel Angelone

CRD Number: 4556930
Current Firm: Brookwood Investment Group

Daniel Angelone (CRD# 4556930) is an Investment Advisor Representative working at Brookwood Investment Group in Phoenix, AZ and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Brookwood Investment Group LLC Phoenix, AZ Jun 2023 - Current < 1
Brookwood Insurance Group LLC Phoenix, AZ Jan 2022 - Current 2
Innovative Planning Partners Warick, RI Sep 2017 - Current 6
Belpointe Asset Management, LLC Greenwich, CT Sep 2017 - Jun 2023 5
Insurance Sales Greenwich, CT Sep 2017 - Jan 2022 4
Ameriprise Financial Services, Inc. Warwick, RI Sep 2005 - Sep 2017 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel R. Angelone
Phone Number: 480-744-9628
Firm Website: https://ckwmg.com
Registered State(s):
  • RI
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CT, FL, GA, IL, OH, OR, PA, RI, TN, VT

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