Louis D'angelis
Louis D'angelis is a registered investment advisor at LPL Financial LLC, based in Paramus, NJ, with 48 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
461 From Rd Ste 385, 3rd Floor, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2009Customer Dispute
December 1999Customer Dispute
January 1988Other Business ActivitiesSells Insurance
Louis operates under the DBA D'Angelis Wealth Management since 2010. He also sells non-variable life insurance, dedicating about 10-20% of his time, and spends minimal time selling non-variable insurance through NJLTC.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Painewebber IncorporatedBroker
Oppenheimer & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Paine, Webber, Jackson & Curtis INC.Broker
Paine, Webber, Jackson & Curtis IncorporatedBroker
State Registrations18 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.