John Deangelo
John Deangelo is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Flemington, NJ, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
31 State Route 12, Flemington, NJ, 08822
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Regulatory History (1)
Customer Dispute
August 2008Other Business ActivitiesSells Insurance
John is involved with Prestige Wealth Management Group, LLC as a Registered Investment Advisor (RIA) providing financial planning, investments, and insurance sales. He also works as a wealth advisor for Prestige Wealth Services Group, dedicating nearly full-time hours to investment management.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
The Pillar Strategies
Prestige Wealth Management Group, LLC
Previous Registrations
Triad Advisors LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
W.J. Nolan & Company, INC.Broker
State Registrations3 states
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.