William M Angelo

Current Employers

Employment History

• 08/2007 → Present
  Angelo & Associates Cpas Pc
  Clark, NJ
• 05/2022 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Other Businesses

1.Mr. Angelo holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Angelo provides. Mr. Angelo may recommend the purchase of certain insurance-related products on a commission basis. This activity is located at the address where Mr. Angelo is registered, but is not related to his investment services practice. Mr. Angelo devotes about 5 hours per month to this activity, including about 5 hours during securities trading hours. Clients can engage Mr. Angelo to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group. 2.Mr. Angelo is a Certified Public Accountant practicing with Angelo & Associates CPAs PC, providing tax advice and tax preparation services. Mr. Angelo devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours. This activity is located at the address where Mr. Angelo is registered, but is not related to his investment services practice. Clients can engage Mr. Angelo for tax advice and to provide tax preparation services, but any such advice or services are separate and apart from Private Advisor Group. 3.Mr. Angelo uses Angelo & Associates Financial Planning Group as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is located at the address where Mr. Angelo is registered, and is related to his investment services practice. Mr. Angelo devotes about 5 hours per month to this activity, including about 5 hours during securities trading hours, concurrently with time Mr. Angelo devotes to activity providing investment services through Private Advisor Group.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-18