Louis D'angelo
Louis D'angelo is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pittsburgh, PA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9380 Mcknight Road, Suite 100, Pittsburgh, PA, 15237
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Louis is a life insurance agent since 2023, and spends minimal time on this. He also owns a support company, is on the investment committee for a non-profit, owns rental real estate, and is an author, all requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations33 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.