Salvatore John Dangelo

Employer firm

Fourth Dimension Wealth, LLC CRD 306703

$356M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 01/2020
  Lpl Financial Llc
  Mentor, OH
• 07/2014 → 01/2020
  Stratos Wealth Partners, Ltd
  Mentor, OH
• 08/2019 → 11/2022
  Green & Grey Backer'S Club
  Mentor, OH
• 01/2020 → 04/2024
  Cetera Advisors Llc
  Denver, CO
• 06/2014 → Present
  Lakepointe Advisors
  Mentor, OH
• 03/2024 → 04/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-03-21 → 2024-05-10
  Cetera Investment Advisers Llc
  Mentor, OH
• 2020-01-21 → 2024-03-21
  Cetera Advisors Llc
  Bay Village, OH
  Mentor, OH
• 2014-07-29 → 2020-02-06
  Stratos Wealth Partners, Ltd
  Mentor, OH
  Willoughby Hills, OH
  Willoughby Hills, OH
  Mentor, OH
• 2013-08-16 → 2020-02-05
  Lpl Financial Llc
  Mentor, OH
  Willoughby Hills, OH
  Mentor, OH
• 2012-04-09 → 2013-08-20
  Key Investment Services Llc
  Cleveland, OH
  Painesville, OH
  Columbus, OH
• 2010-11-24 → 2012-03-16
  The Huntington Investment Company
  Mentor, OH
• 2009-11-13 → 2010-11-29
  Pnc Wealth Management Llc
  Cleveland, OH
  Cleveland, OH
  Mentor-On-The-Lake, OH
  Willowick, OH
  Mayfield Heights, OH
  Painesville, OH
  Lyndhurst, OH
  Cleveland, OH
  South Euclid, OH
  Chardon, OH
  Newbury, OH
• 2009-10-08 → 2009-11-13
  Natcity Investments, Inc.
  Chardon, OH
  Newbury, OH
• 2004-11-22 → 2009-10-05
  Fifth Third Securities, Inc.
  Wickliffe, OH
  Mentor, OH
  Chardon, OH
  Mentor, OH
  Mentor, OH

Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 01/2020; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. LAKEPOINTE ADVISORS, LLC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, 06/2014, OWNER, APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: NICK D'ANGELO FUND; INVESTMENT RELATED: NO; ADDRESS: 1422 EUCLID AVE, STE 1608, CLEVELAND, OH 44115; NATURE OF BUSINESS: CHARITABLE FUND; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: ALONG WITH THE OTHER ADVISORS, RECOMMEND CHARITABLE GIFT AND HAVE ABILITY TO CHOOSE HOW ASSETS ARE INVESTED WITH NO DIRECT ACCESS TO ANY CASH OR DONATIONS;

Exams

• S66 Uniform Combined State Law Examination
  2005-12-06
• S63 Uniform Securities Agent State Law Examination
  1997-12-12

Other Names

• Sal Dangelo
• Salvatore John Dangelo
• Salvatore John D'ANgelo
• Salvatore J Dangelo