Ariel Dangelo
Ariel Dangelo is a registered investment advisor at Packerland Brokerage Services, INC., based in Needham, MA, with 5 years of industry experience. Ariel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,868 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Packerland offers several investment management programs with fees structured as a percentage of your portfolio, billed in advance on a quarterly basis. Because the firm works with various third-party platforms and money managers, specific fee schedules are negotiated directly between you and your investment advisor representative. Depending on the program selected—such as individual portfolio management, co-advisory programs, or unified managed accounts—fees may be bundled to cover advisory, custodial, and trading services, or charged separately. There are no account minimums required by Packerland itself to open an advisory account, though specific third-party programs or model portfolios may have their own minimum investment requirements.
Location
1040 Great Plain Ave, Suite 210, Needham, MA, 02492
Get directionsHistory
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
Ariel is a real estate agent, provides tax services through Nightingale Wealth Solutions, and offers educational seminars through Elevate. Ariel also participates in a Medicare referral program, advises a real estate group, and is the acting CEO/President of Helo LLC, a software company, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Previous Registrations
MML Investors Services, LLCBroker
State Registrations12 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
More Advisors
- Dimitrios GeorgakopoulosPackerland Brokerage Services, INC.
- James Griglun, CFPMML Investors Services, LLC
- Michael Gross, CFP, PFSRising Tides Financial, LLC
- Richard Allred, CFA, CFPCommonwealth Financial Network
- Jierui Shen, CFPTransglobal Advisory, LLC
- Anastasia Canty, CFAT. Rowe Price Associates, INC.