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David Darcangelo
Hennion & Walsh Asset Management, INC.
43 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Financial Planning & Coaching
Hennion & Walsh Asset Management, INC.
Compensation
Commission-Based
Fee-Only (AUM)
Firm Size
67 advisors
Number of Clients
861 clients
Average Client Portfolio
$685K average
Assets Under Management
$590.1M
Fee Structure
Minimum Investment:
$50K
Financial Planning:
Investment management only
Investment Management
Planning
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Location
2001 Route 46, Waterview Plaza, Parsippany, NJ, 07054
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
February 2002
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Hennion & Walsh Asset Management, INC.
May 2007 - Present · 18 yrs 9 mos
Hennion & Walsh, INC.
November 2005 - Present · 20 yrs 3 mos
Hennion & Walsh, INC.
Broker
November 2005 - Present · 20 yrs 3 mos
Previous Registrations
RBC Dain Rauscher INC.
May 2002 - September 2005 · 3 yrs 4 mos
RBC Dain Rauscher INC.
Broker
March 2002 - September 2005 · 3 yrs 6 mos
Tucker Anthony Incorporated
Broker
September 1999 - March 2002 · 2 yrs 6 mos
Gibraltar Securities CO.
Broker
August 1982 - September 1999 · 17 yrs 1 mo
State Registrations
5 states
AZ
FL
NJ
NY
PA
Advisor
Broker
Both
Exams
No exam information available for this advisor.
David Darcangelo - Financial Advisor | TrueAdvisor