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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy John Deangelo is a financial advisor who has been in the industry for over 20 years. He specializes in portfolio management for individuals, businesses and investment companies. He is a Chartered Financial Analyst and holds a Series 63, Series 7 and Series 55 license. Timothy currently works for Smithbridge Asset Management, Inc., a firm that provides financial planning and portfolio management services to a wide range of clients. Prior to joining Smithbridge Asset Management, Inc., he worked at J.P. Morgan Securities LLC, Susquehanna Capital Group, and Susquehanna Financial Group, LLLP. Timothy has extensive experience in providing investment advice to high-net-worth individuals, corporations, and other institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
08/23/2024 - Present
Smithbridge Asset Management, Inc. (CHADDS FORD PA)
PA
06/15/2011 - 02/14/2014
J.P. MORGAN SECURITIES LLC (PHILADELPHIA PA)
PA
10/05/2009 - 01/20/2011
SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)
PA
05/19/2006 - 10/05/2009
SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)
PA
11/06/2001 - 09/02/2009
SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)
BC
Issued 05/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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