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Dawn Michele Deangelo

Raymond James & Associates, Inc.

West Conshohocken, PA

St. Davids, PA

CRD 1952215

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-04-28
  • PA RA
    APPROVED
    Since 2017-04-28

Branch Locations

300 Conshohocken State Road Suite 400, West Conshohocken, PA 19428 • United States

St. Davids, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fahnestock & Co., Inc. Philadelphia PA 04/1991 04/2017
Raymond James & Associates Philadelphia PA 04/2017 Present
  • 04/1991 → 04/2017
    Fahnestock & Co., Inc.
    Philadelphia, PA
  • 04/2017 → Present
    Raymond James & Associates
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-07
S63 Uniform Securities Agent State Law Examination 1994-08-01
  • S65 Uniform Investment Adviser Law Examination
    1999-06-07
  • S63 Uniform Securities Agent State Law Examination
    1994-08-01

View on SEC IAPD

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