Angelo Frank Anello

Current Employers

Employment History

• 05/2009 → Present
  Lpl Financial
  Newton, MA
• 10/2024 → Present
  Gladstone Wealth Partners
  Needham, MA

Previous Registrations

• 2004-10-20 → 2007-11-20
  Banc Of America Investment Services, Inc.
  Canton, MA
  Sharon, MA
  Canton, MA
• 2003-07-22 → 2004-10-20
  Quick & Reilly, Inc.
  Canton, MA

Other Businesses

1. 05/29/09 - NON-VARIABLE INSURANCE DBA, TAILORED WEALTH MANAGEMENT, FIXED INSURANCE-UNIVERSAL, WHOLE, TERM, LTC, FIXED ANNUITIES. 5% OF TIME. 2. 05/29/09 - REAL ESTATE RENTAL, RENTAL PROPERTY JOINTLY OWNED WITH SPOUSE: NEW SEABURY, MA 02649. 3. 11/13/2024 - Tailored Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/15/2024 - 100 Hours Per Month/ During Trading 4) 01/02/2025 - Gladstone Institutional Advisory - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:10/17/2024 - 1 Hrs/Mth - 1 Hrs During Trading. I provide investment advisory services through GLADSTONE WEALTH PARTNERS, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 1 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-02-11
• S63 Uniform Securities Agent State Law Examination
  1997-01-31

Other Names

• Angelo Anello