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Derek Christopher Deangelis

APEX WEALTH MANAGEMENT, LLC·BEDFORD, New Hampshire
SIE, Series 6, Series 7, Series 63, Series 66Clean record20 years registeredAPEX WEALTH MANAGEMENT, LLC
1 HARDY RD, BEDFORD, NH 03110CRD# 4281585Firm CRD# 317091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Derek Christopher Deangelis · BEDFORD, NH
Registration
CRD #4281585 · APEX WEALTH MANAGEMENT, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

APEX WEALTH MANAGEMENT, LLC
Nov 2021 – present
PEAK WEALTH MANAGEMENT LLC
Nov 2015 – Mar 2022
BEDFORD, NH
STRATEGIC ADVISERS, INC.
Jul 2006 – Oct 2015
NASHUA, NH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · July 6, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
APEX WEALTH MANAGEMENT, LLC
CRD 317091 · SEC 801-122628
AUM
$138M
Regulatory assets under management
Employees
2
233 client accounts
Services offered by APEX WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at APEX WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Derek Christopher Deangelis offer?
Derek Christopher Deangelis specializes in Financial Planning, Investment Management. Contact their office in BEDFORD, New Hampshire for a consultation.
What are Derek Christopher Deangelis's credentials?
Derek Christopher Deangelis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek Christopher Deangelis located?
Derek Christopher Deangelis is based in BEDFORD, New Hampshire, working with APEX WEALTH MANAGEMENT, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.
How does Derek Christopher Deangelis charge for services?
Derek Christopher Deangelis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APEX WEALTH MANAGEMENT, LLC?
APEX WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at APEX WEALTH MANAGEMENT, LLC

Christine Ann Keller
BEDFORD, NH

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Research
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