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Vito D'angelo

43 Years of Experience
Austin, TX
Broker

Vito D'angelo is a registered investment advisor at Hilltop Securities INC., based in Austin, TX, with 43 years of industry experience. Vito operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 2,241 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
180 advisors
Number of Clients
2,241 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

The Horizon Program fee is a negotiated annual flat fee, not to exceed 1.75%, billed quarterly in advance. This fee covers investment advice and reporting. The fee is debited from a separate account the client has with Hilltop Securities, not directly from the Horizon account. The value of alternative investments is based on information provided by the product sponsors and administrators, which may be delayed and not current. This fee is in addition to the investment management fees and other expenses charged by the Alternative Investment Funds and Structured Products.

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Location

7000 North Mopac Expressway, Suite 400, Austin, TX, 78731

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Vito owns Vito's Garden, selling plants since June 2020. He spends minimal time on this activity outside of business hours and does not expect to profit.

Employment History
Current Registrations
Hilltop Securities INC.Broker
April 2013 - Present · 13 yrs 1 mo
Hilltop Securities INC.
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.
February 2013 - April 2013 · 2 mos
Raymond James & Associates, INC.Broker
February 2013 - April 2013 · 2 mos
Morgan Keegan & Company, INC.Broker
November 2002 - February 2013 · 10 yrs 3 mos
Morgan Keegan & Company, INC.
November 2002 - February 2013 · 10 yrs 3 mos
Legg Mason Wood Walker INC
May 1995 - December 2002 · 7 yrs 7 mos
Legg Mason Wood Walker, IncorporatedBroker
May 1995 - December 2002 · 7 yrs 7 mos
Prudential Securities IncorporatedBroker
December 1982 - May 1995 · 12 yrs 5 mos
State Registrations8 states
COMSNENYOKTNTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.