AdvisorOS Directory
Claim Profile
Unclaimed Profile
TD

Timothy John Deangelo

DANIELS + TANSEY, L.L.P.·WILMINGTON, Delaware
Series 7, Series 55, Series 63Clean record6 years registeredDANIELS + TANSEY, L.L.P.
1013 CENTRE ROAD, WILMINGTON, DE 19805CRD# 4464790Firm CRD# 127816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy John Deangelo · WILMINGTON, DE
Registration
CRD #4464790 · DANIELS + TANSEY, L.L.P. · 6 years registered
Brand Profile
Not yet started
01

Career History

SMITHBRIDGE ASSET MANAGEMENT, INC.
Aug 2024 – present
CREATIVE PLANNING
Oct 2023 – Dec 2023
Wilmington, DE
DANIELS + TANSEY, L.L.P.
Jun 2020 – Oct 2023
WILMINGTON, DE
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 55
Series 63
Registration record
First registered · June 11, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DANIELS + TANSEY, L.L.P.
CRD 127816 · SEC 801-62663
AUM
$535M
Regulatory assets under management
Employees
9
923 client accounts
Services offered by DANIELS + TANSEY, L.L.P.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DANIELS + TANSEY, L.L.P. →
Introduction

Speak with Timothy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Timothy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WILMINGTON?

Browse all registered financial advisors in WILMINGTON, Delaware or claim this profile if it's yours.

Browse WILMINGTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Timothy John Deangelo offer?
Timothy John Deangelo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Timothy John Deangelo's credentials?
Timothy John Deangelo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy John Deangelo located?
Timothy John Deangelo is based in WILMINGTON, Delaware, working with DANIELS + TANSEY, L.L.P.. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Timothy John Deangelo charge for services?
Timothy John Deangelo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DANIELS + TANSEY, L.L.P.?
DANIELS + TANSEY, L.L.P. has approximately 9 employees and manages $535M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at DANIELS + TANSEY, L.L.P.

Devon Williams Daniels
WILMINGTON, DE
Christopher Williams Daniels
WILMINGTON, DE
Thomas Jordan Daniels
WILMINGTON, DE
Christopher Frank Daniels
WILMINGTON, DE

More Advisors in WILMINGTON, Delaware

Kevin Michael Keefe
REALTA INVESTMENT ADVISORS, INC·WILMINGTON, DE
CFA
Mark W Jamison
DUPONT CAPITAL MANAGEMENT CORP·WILMINGTON, DE
Brian David Marvin
MARVIN & PALMER ASSOCIATES·WILMINGTON, DE
Matthew Cole Beardwood
WESTOVER CAPITAL ADVISORS, LLC·WILMINGTON, DE
Albert Arthur Caporaso
CAPORASO ALBERT A & ASSOCIATES INC.·WILMINGTON, DE
John Rapoza Macedo
DUPONT CAPITAL MANAGEMENT CORP·WILMINGTON, DE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
GREENVILLE (18)NEWARK (12)DOVER (10)REHOBOTH BEACH (8)LEWES (5)ROCKLAND (2)DAGSBORO (2)MONTCHANIN (2)HOCKESSIN (1)0000740272 (1)
City Guides
GREENVILLE GuideNEWARK GuideDOVER GuideREHOBOTH BEACH GuideLEWES Guide
Research
Advisor Fees in DelawareNational Fee Analysis
Request removal of this profile