Matthew Angel
Investment adviser representative at Diversify Advisory Services, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.6BFirm 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
16 years in the industry.
- Dfpg Investments, LLCOct 2025 to now
- Diversify Advisory Services, LLCOct 2025 to now
- Harding Financial and InsuranceDec 2013 to now
- Eagle Strategies LLCOct 2015 to Oct 2025
- Nylife Securities LLCAug 2010 to Oct 2025
- New York Life Insurance CompanyJul 2010 to Oct 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MA).
Diversify Advisory Services, LLC
$4.6BAssets managed
5,322Clients
99Advisers
3 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
- 5297791
- Firm CRD
- 326060