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Ariel Mae Dangelo

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
167 advisors
Number of Clients
4,245 clients
Average Client Portfolio
$214K average
Assets Under Management
$909.5M

Fee Structure

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Location

436 Washington St, Westwood, MA, 02090

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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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Other Business ActivitiesSells Insurance

Ariel is a real estate agent, provides tax services through Nightingale Wealth Solutions, and offers educational seminars through Elevate. Ariel also participates in a Medicare referral program, advises a real estate group, and is the acting CEO/President of Helo LLC, a software company, dedicating a few hours per week to each of these activities.

Employment History
Current Registrations
Packerland Brokerage Services, INC.
May 2023 - Present · 2 yrs 9 mos
Packerland Brokerage Services, INC.Broker
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
MML Investors Services, LLCBroker
February 2021 - April 2023 · 2 yrs 2 mos
State Registrations9 states
CACOFLILMAMENCNHVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.