Anthony Vincent De Angelo

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 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

• 03/2010 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 03/2010 → 01/2021
  Equitable Advisors, Llc
  New York, NY
• 01/2021 → Present
  Ameriprise Financial Services, Llc
  Jersey City, NJ

Previous Registrations

• 2010-09-22 → 2021-02-02
  Equitable Advisors, Llc
  New York, NY
  New York, NY

Other Businesses

Independent Insurance Brokering; American National; 08/02/2024; Fixed Annuity. Business Ownership; Lionheart Wealth Management, LLC; This is the company I use to manage W2 employees of my Ameriprise Francise and pay expenses.; Operations & Expenses; 129 Summit Ave, 2nd Floor, Summit, NJ, 07901; Not Investment-Related; 05/12/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Teddy Atlas Coaching, LLC; Co-Founder - Teddy Altas coaching is a personal development and business coaching company. I'm responsible for working with Teddy to create content, I'm in charge of managing our sales and project management teams. This OBA was approved prior to my joining AMPF.; ; 85 Milden Ave, , Staten Island, NY, 10301; Not Investment-Related; 04/01/2020; 10 to 19 hours per month; 0 during trading hours / HUB International; N/A - I use Gold Sky to manage health insurance benefits business. This company was preapproved before I joined AMPF. - Gold Sky was purchased by HUB International.; ; 150 N. Riverside Plaza, 17th FL, , Chicago, IL, 60606; Not Investment-Related; 07/03/2017; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-07-01
• S63 Uniform Securities Agent State Law Examination
  2010-05-25