William Angelo

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2012 → Present
  Lpl Financial Llc
  Clark, NJ
• 06/2013 → Present
  Private Advisor Group
  Clark, NJ

Other Businesses

(1) 6/24/2013: Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 20% - (Hybrid) Advisory service provided by RIA. (2) 11/3/2015: Angelo & Associates CPA - Investment Related - 18 Brant Ave Clark, NJ 07066 - Tax Prep/Accounting/CPA - Started 09/01/1984 - 160 Hours Per Month/100 Hours During Securities Trading - CPA and owner of a full service CPA firm that does accounting and income tax preparation. (3) 6/2/2016: Angelo & Associate Finanical Planning Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2016 - 8 Hours Per Month/1 Hour During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-19
• S63 Uniform Securities Agent State Law Examination
  2004-10-28