Best Investors Account Sign in
Inactive

Charles J.A. D'ANgelo

Westmount Capital Group LLC

Summit, NJ

CRD 5815633

Claim This Profile
Employer firm

Westmount Capital Group LLC CRD 339303

8 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

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

Current Employers
Westmount Capital Group Llc

4 Warwick Rd, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-06-18
  • NJ RA
    APPROVED
    Since 2026-06-18

Branch Locations

4 Warwick Rd, Summit, NJ 07901 • 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
Alexandria Capital, Llc Alexandria VA 11/2011 05/2017
Westmount Capital Group, Llc Summit NJ 02/2017 Present
Cantex Holdings Ii, Llc Coconut Grove FL 01/2022 09/2025
  • 11/2011 → 05/2017
    Alexandria Capital, Llc
    Alexandria, VA
  • 02/2017 → Present
    Summit, NJ
  • 01/2022 → 09/2025
    Cantex Holdings Ii, Llc
    Coconut Grove, FL
Previous Registrations
  • 2013-05-10 → 2017-05-03
    Alexandria Capital
    Washinton, DC
    Arlington, VA
Other Businesses

DIRECTOR: CONCORD CAPITAL SPC (CAYMAN BASED SEGREGATED PORTFOLIO COMPANY)

Designations
  • Chartered Financial Analyst
Other Names
  • Charles D'ANgelo

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Summit, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor