John C Deangelo

CFP

Osaic Wealth, INC.

25 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

31 State Route 12, Flemington, NJ, 08822

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History

Regulatory History (1)

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Customer Dispute

August 2008

Denied

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Other 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

August 2024 - Present · 1 yr 6 mos

The Pillar Strategies

January 2017 - Present · 9 yrs 1 mo

Prestige Wealth Management Group, LLC

June 2012 - Present · 13 yrs 8 mos

Previous Registrations

Triad Advisors LLCBroker

July 2012 - August 2024 · 12 yrs 1 mo

Charles Schwab & CO., INC.Broker

June 2000 - March 2008 · 7 yrs 9 mos

W.J. Nolan & Company, INC.Broker

May 1998 - August 1998 · 3 mos

State Registrations3 states

NJNYTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.