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Angelo Dejoy

9 Years of Experience
New York, NY

Angelo Dejoy is a registered investment advisor at Southold Asset Management, INC., based in New York, NY, with 9 years of industry experience. Angelo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

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

New York, NY

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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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Other Business Activities

Angelo works as a mortgage loan originator for Park West Mortgage Corporation since July 2023. He spends nearly full-time on origination of residential mortgage loans and minimal time on other activities.

Employment History
Current Registrations
Southold Asset Management, INC.
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Hsbc Securities (USA) INC.Broker
February 2017 - March 2022 · 5 yrs 1 mo
Hsbc Securities (USA) INC.Broker
April 2012 - February 2015 · 2 yrs 10 mos
State Registrations1 state
NY
Advisor

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.