SA
ChFC
SA
ChFC

Samuel Angelo

42 Years of Experience
Parsippany, NJ
Broker

Samuel Angelo is a ChFC-designated registered investment advisor, based in Parsippany, NJ, with 42 years of industry experience.

Location

600 Parsippany Rd., Suite 206, Parsippany, NJ, 07054

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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

Samuel works as a financial advisor at Headquarters Advisory Group, dedicating full-time hours to this role. He also serves as a board member for Central Jersey Federal Credit Union, spending minimal time each month reviewing procedures and activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Avantax Planning Partners, INC.
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
Power Wealth Management LLC
December 2009 - July 2014 · 4 yrs 7 mos
Headquarters Advisory Group, LLC
February 2008 - December 2021 · 13 yrs 10 mos
1st Global Advisors INC
May 2006 - October 2019 · 13 yrs 5 mos
Hunter Financial Services, INC.
July 2005 - November 2017 · 12 yrs 4 mos
Plaza Wealth Management LLC
June 2005 - December 2007 · 2 yrs 6 mos
Headquarters Advisory Group, LLC
April 2005 - December 2007 · 2 yrs 8 mos
1st Global Capital CORP.Broker
January 2001 - October 2019 · 18 yrs 9 mos
Signator Investors, INC.Broker
December 1996 - January 2001 · 4 yrs 1 mo
John Hancock Mutual Life Insurance CompanyBroker
December 1996 - May 1997 · 5 mos
Mony Securities CORP.Broker
May 1983 - October 1996 · 13 yrs 5 mos
State Registrations26 states
AZCACOCTDCDEFLGAMAMDMEMIMTNCNHNJNMNVNYOHPARISCVAVTWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Samuel Angelo - Financial Advisor | TrueAdvisor