Ariel Dangelo, financial advisor Westwood MA

Ariel Dangelo

CRD Number: 7299242
Current Firm: Packerland Brokerage Services, Inc.

Ariel Dangelo (CRD# 7299242) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Westwood, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Packerland Brokerage Services Green Bay, WI Apr 2023 - Current 1
Nightingale Homes Realty Walpole, MA Jan 2023 - Current 1
Mml Investors Services Needham, MA Oct 2020 - Apr 2023 2
Massmutual Life Insurance Company Needham, MA Aug 2020 - Apr 2023 2
Messina Realty Collective Walpole, MA Jun 2021 - Dec 2022 1
Coldwell Banker Residential Dedham, MA May 2020 - Jun 2021 1
State Street Bank Boston, MA May 2014 - Sep 2020 6
Messina Realty Collective Walpole, MA Nov 2017 - May 2020 2
Inn On Boltwood Amherst, MA May 2013 - May 2015 2
University Of Massachusetts Amherst Amherst, MA Sep 2011 - May 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2021
S65 NASAA Investment Advisors Law Examination May 2023
Contact Info for Ariel M. Dangelo
Phone Number: 920-662-9500
Registered State(s):
  • CA
  • FL
  • IL
  • ME
  • MA
  • NH
  • VA
By the Numbers
  • Total Assets Under Management
    854
    MILLIONS
  • Total Number of Accounts
    4,831
    ACCOUNTS
  • Average Account Value
    $176,825
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

AK, AL, AR, AZ, CA, CO, 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, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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