RD
RD

Robert Anthony Deangelo

16 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
815 clients
Average Client Portfolio
$927K average
Assets Under Management
$755.1M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Minimum Annual Fee:$1,250
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Location

3300 W Leigh Street, Richmond, VA, 23230

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert owns Makes Sense Clothing, a screen printing business, since 2012, and dedicates no time during trading hours. He also works as a self-employed personal trainer since 2013, dedicating about 10-20% of his time, and is a partner in Make Cents Investments, generating passive rental income.

Employment History
Current Registrations
Nasdaq Capital Markets Advisory LLC
April 2021 - Present · 4 yrs 10 mos
Nasdaq Capital Markets Advisory LLCBroker
April 2021 - Present · 4 yrs 10 mos
Dorsey, Wright & Associates, LLC
July 2017 - Present · 8 yrs 7 mos
Previous Registrations
Nasdaq Execution Services, LLCBroker
September 2020 - December 2021 · 1 yr 3 mos
Neuberger Berman LLC
May 2007 - August 2015 · 8 yrs 3 mos
Neuberger Berman LLCBroker
March 2007 - August 2015 · 8 yrs 5 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.