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Robert Anthony Deangelo

Dorsey, Wright & Associates, LLC

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About Robert Anthony Deangelo

Robert Anthony Deangelo is an investment advisor representative with Dorsey, Wright & Associates, LLC. Robert Anthony Deangelo has been in the industry since 2009. Robert Anthony Deangelo is registered with the state of Virginia. Robert Anthony Deangelo has also worked for Neuberger Berman LLC and NASDAQ EXECUTION SERVICES, LLC. The advisor specializes in providing portfolio management services for individuals, businesses, and investment companies. Robert Anthony Deangelo is also actively involved with the firm’s research and chart services, as well as its educational seminar program.

Firm Information

Robert Deangelo is currently registered with Dorsey, Wright & Associates, LLC. Dorsey, Wright & Associates, LLC is an investment advisory firm based in RICHMOND, VA with approximately $578,896,877 in regulatory assets under management. They offer a variety of advisory services, including portfolio management for individuals, businesses, and investment companies, as well as research and chart services, educational seminars, and publication of periodicals. The firm specializes in providing investment advice to high-net-worth individuals, corporations, and other institutions. They also have a wrap fee program available to clients.
Dorsey, Wright & Associates, LLC

3300 W LEIGH STREET

RICHMOND, VA 23230

$578.90M

Assets Under Management

Not reported

Total Clients

19

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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research & chart services

Research & chart services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Robert Deangelo’s Registration & Firm History

VA

07/27/2017 - Present

Dorsey, Wright & Associates, LLC (RICHMOND VA)

NY

09/08/2020 - 12/13/2021

NASDAQ EXECUTION SERVICES, LLC (NEW YORK NY)

NY

03/16/2007 - 08/04/2015

NEUBERGER BERMAN LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/29/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/25/2021

Series 24 - General Securities Principal Examination

BC

Issued 03/15/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Anthony Deangelo.
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