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LD
CFP
LD
CFP

Lino Deangelis

Alliance Wealth Management Group, LLC
16 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Alliance Wealth Management Group, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
425 clients
Average Client Portfolio
$998K average
Assets Under Management
$424.2M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee

Location

23 Royal Road, Suite 101, Flemington, NJ, 08822

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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
Alliance Wealth Management Group, LLC
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Global Wealth Management, LLC
April 2018 - March 2021 · 2 yrs 11 mos
Global Wealth Management, LLC
May 2010 - December 2017 · 7 yrs 7 mos
Icici Group Global Private Clients
September 2009 - July 2010 · 10 mos
Janney Montgomery Scott LLC
March 2006 - October 2006 · 7 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.