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Lino Deangelis

Alliance Wealth Management Group, LLC

Flemington, NJ

CRD 5085579

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Employer firm

Alliance Wealth Management Group, LLC CRD 169573

$517M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Alliance Wealth Management Group, Llc

23 Royal Road Suite 101, Flemington, NJ 08822 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-04-12
  • NJ RA
    APPROVED
    Since 2021-04-12

Branch Locations

23 Royal Road Suite 101, Flemington, NJ 08822 • 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
Global Investment Management, Llc Princeton NJ 05/2010 02/2021
Alliance Wealth Management Group, Llc Flemington NJ 03/2021 Present
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

Patrick KIERAN Tierney
Maria Irene McKeon
Allan James Sanford

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLEMINGTON, NJ
MORGAN STANLEY · Flemington, NJ
CETERA INVESTMENT ADVISERS LLC · FLEMINGTON, NJ

More in Flemington, NJ

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