CD
ChFC
CD
ChFC

Chancy Darcangelis

39 Years of Experience
Albany, NY
BrokerSells Insurance

Chancy Darcangelis is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Albany, NY, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

18 Corporate Woods Blvd Fl 2, Albany, NY, 12211

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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 ActivitiesSells Insurance

Chancy operates his LPL business through Rosemont Financial Group, dedicating nearly full-time hours to it. He is also an agent with Charter Oak Financial (a division of Mass Mutual), selling life, long-term care, disability, and fixed annuity products, spending minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLC
July 2023 - Present · 2 yrs 10 mos
LPL Financial LLCBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
MML Investors Services, LLC
June 2021 - July 2023 · 2 yrs 1 mo
MML Investors Services, LLCBroker
March 2017 - July 2023 · 6 yrs 4 mos
Msi Financial Services, INC.Broker
August 1986 - March 2017 · 30 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
August 1986 - July 2007 · 20 yrs 11 mos
State Registrations6 states
FLGAKYNJNYPA
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.
Chancy Darcangelis - Financial Advisor | TrueAdvisor