Stefan D'angelo
Stefan D'angelo is a CFP-designated registered investment advisor at LPL Financial LLC, based in Anchorage, AK, with 14 years of industry experience. Stefan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
4141 B Street Suite 408, Anchorage, AK, 99503
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stefan sells term, whole life, disability, and long-term care insurance through Alpenglow Financial, dedicating minimal time to this activity. He also operates under two DBAs for his LPL business: Alpenglow Financial, LLC and Pacific Wealth Management Group, spending a few hours per week on Alpenglow Financial, LLC and minimal time on Pacific Wealth Management Group.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Qa3 Financial CORP.Broker
State Registrations10 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.
Exams
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