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Darren V De angelis

Brookfield Oaktree Wealth Solutions LLC

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About Darren V De angelis

Darren De angelis is a financial advisor with Brookfield Oaktree Wealth Solutions LLC. Darren has been in the financial services industry since 2011. Darren has a Series 7 and Series 63 license and has been registered in New York since 2021. Darren previously worked at Brookfield Private Advisors LLC, Siguler Guff Global Markets, LLC, Foreside Fund Services, LLC, and Cohen & Steers Securities, LLC.

Firm Information

Darren De angelis is currently registered with Brookfield Oaktree Wealth Solutions LLC. Brookfield Oaktree Wealth Solutions LLC is a Limited Liability Company formed on February 4, 2021. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Darren De angelis’s Registration & Firm History

NY

12/22/2021 - Present

Brookfield Oaktree Wealth Solutions LLC (New York NY)

NY

10/24/2017 - 12/22/2021

BROOKFIELD PRIVATE ADVISORS LLC (NEW YORK NY)

NY

06/12/2015 - 11/13/2017

SIGULER GUFF GLOBAL MARKETS, LLC (NEW YORK NY)

NY

02/21/2013 - 05/29/2015

FORESIDE FUND SERVICES, LLC (NEW YORK CITY NY)

NY

06/01/2011 - 02/15/2013

COHEN & STEERS SECURITIES, LLC (NEW YORK NY)

NY

12/20/2010 - 05/18/2011

MORGAN STANLEY SMITH BARNEY (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/11/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Darren V De angelis.
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