Thomas Emeel Betros

Employer firm

D'aRcangelo Financial Advisors, LLC CRD 117833

15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters
• Educational seminars
• CONSULTING SERVICES

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

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

Current Employers

Employment History

• 12/2016 → 04/2018
  Td Ameritrade
  Paramus, NJ
• 01/2016 → 12/2016
  D'ARcangelo Financial Advisors
  Poughkeepsie, NY
• 04/2018 → 03/2019
  Commonwealth Financial Network
  Waltham, MA
• 03/2019 → 05/2022
  Td Ameritrade/Charles Schwab
  Natick, MA
• 05/2022 → 05/2023
  Northwestern Mutual
  Reston, VA
• 05/2023 → 05/2025
  Fidelity Investments
  Boston, MA
• 05/2025 → Present
  D'ARcangelo Financial Advisors, Llc
  Poughkeepsie, NY

Previous Registrations

• 2024-05-03 → 2025-05-20
  Fidelity Institutional Wealth Adviser Llc
  Millis, MA
  Boston, MA
  Boston, MA
• 2022-01-27 → 2022-05-10
  Charles Schwab & Co., Inc.
  Framingham, MA
• 2019-03-26 → 2022-05-10
  Td Ameritrade, Inc.
  Framingham, MA
• 2019-03-26 → 2022-05-10
  Td Ameritrade Investment Management, Llc
  Natick, MA
  Wellesley, MA
  Framingham, MA
• 2018-05-21 → 2019-03-21
  Commonwealth Financial Network
  Waltham, MA
• 2017-02-02 → 2018-04-16
  Td Ameritrade, Inc.
  Paramus, NJ
• 2017-02-01 → 2018-04-16
  Td Ameritrade Investment Management, Llc
  Paramus, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-01-27
• S65 Uniform Investment Adviser Law Examination
  2016-04-06

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Tom Emeel Betros
• Thomas Betros
• Thomas Emeel Betros