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David Darcangelo

Hennion & Walsh Asset Management, Inc.

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About David Darcangelo

David Darcangelo is a financial advisor with Hennion & Walsh Asset Management, Inc. located in Parsippany, NJ. David has been in the financial services industry since 1982. David has a wide range of experience in the industry and has held various positions at firms such as RBC DAIN RAUSCHER INC. and Tucker Anthony Incorporated. David is registered with the state of New Jersey as an Investment Advisor Representative.

Firm Information

David Darcangelo is currently registered with Hennion & Walsh Asset Management, Inc.. Hennion & Walsh Asset Management, Inc. is a Registered Investment Advisor based in Parsippany, NJ. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Hennion & Walsh manages approximately $472.7 million in assets for individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. The firm has 65 investment adviser representatives and 20 licensed agents.
Hennion & Walsh Asset Management, Inc.

2001 ROUTE 46

PARSIPPANY, NJ 07054

$472.71M

Assets Under Management

15

Total Clients

63

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Darcangelo’s Registration & Firm History

NJ

05/01/2007 - Present

Hennion & Walsh Asset Management, Inc. (PARSIPPANY NJ)

NY

03/09/2002 - 09/09/2005

RBC DAIN RAUSCHER INC. (NEW YORK NY)

MA

09/01/1999 - 03/09/2002

TUCKER ANTHONY INCORPORATED (BOSTON MA)

NJ

08/24/1982 - 09/01/1999

GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)

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Licenses & Designations

IA

Issued 06/27/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/11/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/13/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/26/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/19/1989

Series 24 - General Securities Principal Examination

BC

Issued 05/11/1987

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 08/21/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Darcangelo. Review regulatory record here.
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