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Patricia A Angelozzi

United Capital Financial Advisors

North Wales, PA

CRD 6130766

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Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 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:

Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-06-03
PA RA APPROVED 2015-05-26
  • OH RA
    APPROVED
    Since 2019-06-03
  • PA RA
    APPROVED
    Since 2015-05-26

Branch Locations

736 Lower State Road, Building A, North Wales, PA 19454 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Capital Financial Advisors Irving TX 03/2011 11/2023
United Capital Financial Advisors Irving TX 11/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-10
  • S65 Uniform Investment Adviser Law Examination
    2015-04-10
Other Names
  • Patricia Angelozzi
  • Patricia Anne Angelozzi

View on SEC IAPD

Nearby Firms

BEACON BRIDGE WEALTH PARTNERS, LLC
BCG SECURITIES, INC.
HORNOR, TOWNSEND & KENT, LLC

Nearby Investors

DAPHNE C HU
STEVEN JOHN KRZYWICKI
JOHN DAVID JIM

Nearby Offices

BEACON BRIDGE WEALTH PARTNERS, LLC · LOWER GWYNEDD, PA
BCG SECURITIES, INC. · LOWER GWYNEDD, PA
HORNOR, TOWNSEND & KENT, LLC · LOWER GWYNEDD, PA

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