Samuel Angelo (CRD# 1126535) is an Investment Advisor Representative working at Avantax Advisory Services in Parsippany, NJ and has over 25 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Planning Partners, Inc. | Parsippany, NJ | Aug 2021 - Current | 2 |
| Avantax Advisory Services | Irving, TX | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Parsippany, NJ | Oct 2019 - Current | 4 |
| Hunter Financial Services, Inc. | Fair Lawn, NJ | Jun 2005 - Current | 18 |
| Avantax Insurance Services, Inc. | Parsippany, NJ | Mar 2004 - Current | 20 |
| Headquarters Advisory Group, LLC | Parsippany, NJ | Feb 2001 - Current | 23 |
| 1st Global Advisors, Inc. | Parsippany, NJ | May 2006 - Oct 2019 | 13 |
| 1st Global Capital Corp | Parsippany, NJ | Jan 2001 - Oct 2019 | 18 |
| Power Wealth Management, LLC | Hackensack, NJ | Dec 2009 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
- NJ
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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