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David Angeli

15 Years of Experience
Broker

David Angeli is a registered investment advisor at Pgim Investments LLC, based in Newark, NJ, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $320B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
IM Fee
Planning only
Assets Under Management
$322.1B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

655 Broad Street, Newark, NJ, 07102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Pgim Investments LLC
November 2021 - Present · 4 yrs 5 mos
Prudential Investment Management Services LLC
September 2020 - Present · 5 yrs 7 mos
Prudential Investment Management Services LLCBroker
September 2020 - Present · 5 yrs 7 mos
Previous Registrations
Millington Securities, INC.Broker
January 2020 - August 2020 · 7 mos
Foreside Fund Services, LLCBroker
January 2017 - December 2019 · 2 yrs 11 mos
Wbi Investments, INC.
June 2013 - August 2020 · 7 yrs 2 mos
Quasar Distributors, LLCBroker
May 2013 - December 2016 · 3 yrs 7 mos
Hrc Fund Associates, LLCBroker
June 2011 - April 2013 · 1 yr 10 mos
Chase Investment Services CORP.Broker
January 2010 - May 2011 · 1 yr 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
David Angeli - Financial Advisor | TrueAdvisor