Timothy John Deangelo
Investment adviser representative at Smithbridge Asset Management, Inc.
11 yearsExperience
1 stateRegistered in
CFADesignation
$830.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Smithbridge Asset Management, Inc.Jun 2024 to now
- Smithbridge Investment Management, Inc.Jun 2024 to now
- UnemployedDec 2023 to Jun 2024
- Creative Planning, LLCOct 2023 to Nov 2023
- Daniels + Tansey, LLPJun 2020 to Oct 2023
- Wharton Business Group, LLCFeb 2015 to May 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 1 state (PA).
Smithbridge Asset Management, Inc.
$830.7MAssets managed
513Clients
6Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4464790
- Firm CRD
- 106261