RA
RA

Robert Angelo

22 Years of Experience
Scottsdale, AZ
Broker

Robert Angelo is a registered investment advisor at Pgim Investments LLC, based in Scottsdale, AZ, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $320B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
IM Fee
Planning only
Assets Under Management
$322.1B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Scottsdale, AZ

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Pgim Investments LLC
April 2015 - Present · 11 yrs 1 mo
Prudential Investment Management Services LLC
March 2015 - Present · 11 yrs 2 mos
Prudential Investment Management Services LLCBroker
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Blackrock Investments, LLCBroker
May 2007 - March 2015 · 7 yrs 10 mos
Blackrock Financial Management, INC
May 2007 - March 2015 · 7 yrs 10 mos
Citigroup Global Markets INC.
April 2006 - May 2007 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
August 2004 - May 2007 · 2 yrs 9 mos
First Montauk Securities CORP.Broker
June 2004 - July 2004 · 1 mo
First Montauk Securities CORP.Broker
January 2004 - June 2004 · 5 mos
State Registrations6 states
AZCACOCTNMUT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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