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Derek Christopher Deangelis

Apex Wealth Management, LLC

Bedford, NH

CRD 4281585

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Employer firm

Apex Wealth Management, LLC CRD 317091

$191M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Apex Wealth Management, Llc

1 Hardy Rd #400, Bedford, NH 03110 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2021-11-10
  • NH RA
    APPROVED
    Since 2021-11-10

Branch Locations

1 Hardy Rd #400, Bedford, NH 03110 • 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
Peak Wealth Management, Llc Bedford NH 10/2015 03/2022
Apex Wealth Management, Llc Bedford NH 11/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-29
S63 Uniform Securities Agent State Law Examination 2000-11-14
  • S66 Uniform Combined State Law Examination
    2006-06-29
  • S63 Uniform Securities Agent State Law Examination
    2000-11-14
Other Names
  • Derek C Deangelis

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
COHEN INVESTMENT ADVISORS, LLC
OSAIC WEALTH, INC.

Nearby Investors

Nancy C Burt
BRENT ANTHONY KILEY
JOHN PAINE REGER

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · BEDFORD, NH
COHEN INVESTMENT ADVISORS, LLC · BEDFORD, NH
AMERIPRISE FINANCIAL SERVICES, LLC · Bedford, NH

More in Bedford, NH

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