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Philip Joseph Deangelo

FOCUSED WEALTH MANAGEMENT, INC.·NEWBURGH, New York
SIE, Series 7, Series 24, Series 66, Series 99TO23 years registeredFOCUSED WEALTH MANAGEMENT, INC.
11 BALMVILLE RD., NEWBURGH, NY 12550-1911CRD# 4204841Firm CRD# 154828

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip Joseph Deangelo · NEWBURGH, NY
Registration
CRD #4204841 · FOCUSED WEALTH MANAGEMENT, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

FOCUSED WEALTH MANAGEMENT, INC.
Dec 2012 – present
PASSANTE ASSOCIATES LLC
Mar 2003 – Dec 2010
HIGHLAND, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Series 99TO
Registration record
First registered · March 20, 2003
Years registered · 23
03

Disclosure History

2012Customer Dispute·Closed-No Action
2012Customer Dispute·Withdrawn
2011Customer Dispute·Withdrawn
2010Customer Dispute·Settled
2009Customer Dispute·Denied

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
FOCUSED WEALTH MANAGEMENT, INC.
CRD 154828 · SEC 801-71860
AUM
$1.2B
Regulatory assets under management
Employees
18
1,980 client accounts
Services offered by FOCUSED WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FOCUSED WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Philip Joseph Deangelo offer?
Philip Joseph Deangelo specializes in Financial Planning, Investment Management. Contact their office in NEWBURGH, New York for a consultation.
What are Philip Joseph Deangelo's credentials?
Philip Joseph Deangelo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Joseph Deangelo located?
Philip Joseph Deangelo is based in NEWBURGH, New York, working with FOCUSED WEALTH MANAGEMENT, INC.. Their office serves clients in the NEWBURGH metropolitan area and surrounding communities.
How does Philip Joseph Deangelo charge for services?
Philip Joseph 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 FOCUSED WEALTH MANAGEMENT, INC.?
FOCUSED WEALTH MANAGEMENT, INC. has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FOCUSED WEALTH MANAGEMENT, INC.

Jacob Michael Brett
NEWBURGH, NY
Barry Howard Brett
NEWBURGH, NY

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