Philip Deangelo
Philip Deangelo is a registered investment advisor at Osaic Wealth, INC., based in Newburgh, NY, with 25 years of industry experience. Philip 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
11 Balmville Rd., Suite 2 North, Newburgh, NY, 12550-1911
Get directionsHistory
Regulatory History (5)
Customer Dispute
August 2012Customer Dispute
May 2012Customer Dispute
October 2011Customer Dispute
March 2010Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Philip is the owner of several businesses, including a Registered Investment Advisory firm (Focused Wealth Management, Inc.) where he spends nearly full-time as Managing Director. He also owns rental properties, a bakery, and is involved in insurance sales, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Focused Wealth Management, INC.
Previous Registrations
Passante Associates LLC
Securities America, INC.Broker
State Registrations40 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.