Anthony D'Angelo

Anthony D'Angelo Email and Phone Number

Chief Executive Officer | Aurelius Legacy Partners @ Aurelius Legacy Partners
Anthony D'Angelo's Location
Boca Raton, Florida, United States, United States
Anthony D'Angelo's Contact Details

Anthony D'Angelo work email

Anthony D'Angelo personal email

About Anthony D'Angelo

Anthony D'Angelo is a Chief Executive Officer | Aurelius Legacy Partners at Aurelius Legacy Partners. He possess expertise in financial advisory, risk management, wealth management services, financial services, uniform combined state law and 13 more skills.

Anthony D'Angelo's Current Company Details
Aurelius Legacy Partners

Aurelius Legacy Partners

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Chief Executive Officer | Aurelius Legacy Partners
Anthony D'Angelo Work Experience Details
  • Aurelius Legacy Partners
    Chief Executive Officer
    Aurelius Legacy Partners Apr 2023 - Present
    La | Nyc | Sofl
    Navigate your financial world with a well-coordinated, collaborative effort by a dedicated team of specialists from the investment, insurance, estate, legal, and tax disciplines. Led by advisors who are driven by a shared commitment to connect and collaborate with you, Aurelius Legacy Partners is a financial services company on a mission to empower you to make informed decisions for today, and for your families and businesses for generations to come.LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd Horsham PA 19044, 800-873-7637. www.htk.com. Aurelius Legacy Partners is unaffiliated with HTK. 5861201RG_Oct25
  • Asset-Map
    Board Member
    Asset-Map Jun 2017 - Present
    Independent Consultant to the Field Advisory Board, providing ongoing consultation, training and guidance on product development for modernized wealth planning and management.
  • Gideon Strategic Partners
    Partner & Managing Director
    Gideon Strategic Partners Feb 2021 - Apr 2023
    Santa Monica, California, United States
    Gideon Strategic Partners is an independent, boutique advisory firm specializing in alternative investment solutions for affluent individuals and corporations.
  • Equitable Advisors
    Executive Vice President
    Equitable Advisors Jan 2019 - Oct 2020
    Greater Los Angeles Area
    Overseeing the Southern California offices of Equitable Advisors, responsible for the strategic vision, Anthony's forward-thinking view of the financial client of the future fueled the transformation of the organization and development of the leadership team.
  • Axa Advisors, Llc
    Regional Vice President, New York City
    Axa Advisors, Llc May 2012 - Dec 2018
    1290 Ave. Of The Americas, New York, Ny 10019
    Anthony built, developed, and perennially led the #1 ranked team of financial professionals in the company nationwide.
  • Axa Advisors, Llc
    Financial Consultant & Retirement Planning Specialist
    Axa Advisors, Llc May 2008 - Dec 2018
    New York City Metropolitan Area
    Anthony’s strong client-centric mindset fostered an engaging and holistic wealth management experience highly personalized to the unique goals and aspirations of his clients.

Anthony D'Angelo Skills

Financial Advisory Risk Management Wealth Management Services Financial Services Uniform Combined State Law Powerpoint Financial Analysis Wealth Management Microsoft Excel Investments Retirement Planning Portfolio Management Retirement Planning Specialist Life And Health Insurance Licenses Financial Planning Estate Planning Strategies Asset Allocation Strategies Financial Advisory Services

Anthony D'Angelo Education Details

Frequently Asked Questions about Anthony D'Angelo

What company does Anthony D'Angelo work for?

Anthony D'Angelo works for Aurelius Legacy Partners

What is Anthony D'Angelo's role at the current company?

Anthony D'Angelo's current role is Chief Executive Officer | Aurelius Legacy Partners.

What is Anthony D'Angelo's email address?

Anthony D'Angelo's email address is ju****@****aol.com

What is Anthony D'Angelo's direct phone number?

Anthony D'Angelo's direct phone number is +151683*****

What schools did Anthony D'Angelo attend?

Anthony D'Angelo attended The Wharton School, Wagner College.

What skills is Anthony D'Angelo known for?

Anthony D'Angelo has skills like Financial Advisory, Risk Management, Wealth Management Services, Financial Services, Uniform Combined State Law, Powerpoint, Financial Analysis, Wealth Management, Microsoft Excel, Investments, Retirement Planning, Portfolio Management.

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