Lino Deangelis
Investment adviser representative at Alliance Wealth Management Group, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$517.4MFirm assets
Are you Lino Deangelis? Claim your profile
Contact this firm
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
- Pension consulting
Experience
16 years in the industry.
- Alliance Wealth Management Group, LLCMar 2021 to now
- Global Investment Management, LLCMay 2010 to Feb 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Alliance Wealth Management Group, LLC
$517.4MAssets managed
447Clients
5Advisers
12 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
- 5085579
- Firm CRD
- 169573