Gerard Iacangelo

Employer firm

Iacangelo Financial Group, LLC CRD 166784

$25.8M regulatory AUM 24 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2013 → Present
  Iacangelo Financial Group, Llc
  Portsmouth, NH
• 10/2009 → 09/2022
  Michael F. Iacangelo & Co, Inc.
  Belleville, NJ

Previous Registrations

• 2012-03-14 → 2013-02-20
  Alphastar Capital Management
  Shrewsbury, NJ
  Cornelius, NC
• 2007-12-17 → 2012-03-08
  Planmember Securities Corporation
  Farmingville, NY
  Red Bank, NJ
  Red Bank, NJ
  Manalapan, NJ
  Carpinteria, CA

Other Businesses

IACANGELO FINANCIAL GROUP, LLC; INVESTMENT RELATED; PORTSMOUTH, NH; INSURANCE SALES; OWNER/AGENT; START DATE: 02/2013, APPROX. # OF HRS/MTH DEVOTED BUS:100 APPROX. # OF HRS/MTH DEVOTED BUS DURING TRADING HRS:40; INSURANCE SALES AND SERVICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-11-17
• S66 Uniform Combined State Law Examination
  2001-10-27

Other Names

• Jerry Iacangelo