Vincent D'angelis
Vincent D'angelis is a registered investment advisor at LPL Financial LLC, based in Paramus, NJ, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
461 From Rd Ste 385, 3rd Floor, Paramus, NJ, 07652
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Regulatory History (1)
Customer Dispute
August 2009Other Business ActivitiesSells Insurance
Vincent operates under the DBA D'Angelis Wealth Management since 2010 and D'Angelis Wealth Group since 2016, dedicating minimal time to the latter. He also works with Life Policy Pros selling non-variable insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Raymond James Financial Services, INC.Broker
State Registrations17 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.