Daniel Robert Angelone

Employer firm

Brookwood Investment Group CRD 316544

$1.25B regulatory AUM

Reported services (Item 5G)

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

• 09/2005 → 09/2017
  Ameriprise Financial Services, Inc.
  Warwick, RI
• 09/2017 → 06/2023
  Belpointe Asset Management, Llc
  Greenwich, CT
• 09/2017 → 01/2022
  Insurance Sales
  Greenwich, CT
• 09/2017 → Present
  Innovative Planning Partners
  Warick, RI
• 01/2022 → Present
  Brookwood Insurance Group Llc
  Phoenix, AZ
• 06/2023 → Present
  Brookwood Investment Group Llc
  Phoenix, AZ

Previous Registrations

• 2017-09-27 → 2023-06-30
  Belpointe Asset Management Llc
  Warick, RI
  Reno, NV
• 2002-09-06 → 2017-09-26
  Ameriprise Financial Services, Llc
  Warwick, RI

Other Businesses

1). BROOKWOOD INSURANCE GROUP LLC; 3930 E. RAY ROAD, SUITE 155, PHOENIX AZ 85044; FIXED INSURANCE SALES; LICENSED INSURANCE PRODUCER SINCE 01/2022; 10 HOURS PER MONTH, TRADING HOURS; 5 2). SERENITY REALTY, LLC; INVESTMENT-RELATED; TRUMBULL, CT 06611; REAL ESTATE HOLDING COMPANY; PRESIDENT & TREASURER; 04/2015; 1-9 HRS PER MONTH, 0 DURING SECURITIES TRADING HOURS; INVESTMENT PROPERTY OWNERSHIP.

Exams

• S66 Uniform Combined State Law Examination
  2002-09-05