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Thomas D'arcangelo

Edward Jones
38 Years of Experience
Middleton, MA
2 DisclosuresBroker
View SEC Summary
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Thomas D'arcangelo is a registered investment advisor at Edward Jones, based in Middleton, MA, with 38 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

94 South Main St, Middleton, MA, 01949

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2019
Settled
Customer Dispute
November 1994
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward Jones
June 2014 - Present · 12 yrs 4 mos
Edward JonesBroker
May 2014 - Present · 12 yrs 5 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - June 2014 · 5 yrs
Morgan Stanley
June 2009 - June 2014 · 5 yrs
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
December 2002 - April 2007 · 4 yrs 4 mos
Morgan Stanley Dw INC.Broker
May 2000 - April 2007 · 6 yrs 11 mos
Bear, Stearns & CO. INC.Broker
February 1992 - May 2000 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1990 - April 1991 · 1 yr 2 mos
Shearson Lehman Hutton INC.Broker
September 1988 - February 1990 · 1 yr 5 mos
Shearson Lehman Hutton INC.Broker
March 1988 - February 1990 · 1 yr 11 mos
E. F. Hutton & Company INCBroker
August 1987 - September 1987 · 1 mo
Integrated Resources Equity CorporationBroker
March 1987 - August 1987 · 5 mos
State Registrations17 states
AZCACTFLGAIDILLAMANHNJNYTNTXVAVTWI
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.
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