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Richard Joseph Diangelo

CAPSTONE TRITON FINANCIAL GROUP LLC·OKLAHOMA CITY, Oklahoma
Series 6, Series 26, Series 63, Series 65Clean record5 years registeredCAPSTONE TRITON FINANCIAL GROUP LLC
14614 BOGERT PARKWAY, OKLAHOMA CITY, OK 73134CRD# 2528991Firm CRD# 309294

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Joseph Diangelo · OKLAHOMA CITY, OK
Registration
CRD #2528991 · CAPSTONE TRITON FINANCIAL GROUP LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

TRITON FINANCIAL GROUP, INC
Jun 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 26
Series 63
Series 65
Registration record
First registered · June 10, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPSTONE TRITON FINANCIAL GROUP INC
CRD 309294 · SEC 801-119672
AUM
$283M
Regulatory assets under management
Employees
8
811 client accounts
Services offered by CAPSTONE TRITON FINANCIAL GROUP 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 CAPSTONE TRITON FINANCIAL GROUP INC →
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05

Frequently Asked Questions

What services does Richard Joseph Diangelo offer?
Richard Joseph Diangelo specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Richard Joseph Diangelo's credentials?
Richard Joseph Diangelo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Joseph Diangelo located?
Richard Joseph Diangelo is based in OKLAHOMA CITY, Oklahoma, working with CAPSTONE TRITON FINANCIAL GROUP LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Richard Joseph Diangelo charge for services?
Richard Joseph Diangelo'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 CAPSTONE TRITON FINANCIAL GROUP LLC?
CAPSTONE TRITON FINANCIAL GROUP LLC has approximately 8 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPSTONE TRITON FINANCIAL GROUP LLC

Michael Phillip Dunham
OKLAHOMA CITY, OK
CFP
Andrew Ellis Oster
OKLAHOMA CITY, OK
CFP

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Research
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