Asset ManagerRIA · CRD 117833SEC-Registered

Updated:

D'ARCANGELO FINANCIAL ADVISORS, LLC

Our private wealth management firm has provided personalized investment management and financial planning for 25 years | D’Arcangelo Financial Advisors, LLC is...

D'ARCANGELO FINANCIAL ADVISORS, LLC

Our private wealth management firm has provided personalized investment management and financial planning for 25 years | D’Arcangelo Financial Advisors, LLC is an investment advisory firm serving the Mid-Hudson Valley, NY and Greater Boston area with dedicated expertise in a wide scope of financial planning services. D’Arcangelo Financial Advisors, LLC understands that investment advice must be backed with strategy, knowledge, and a high level of integrity. The firm offers personalized service, timely information, and a customized strategy for each of their clients.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

Frequently asked questions

Is D'Arcangelo Financial Advisors a single-family office or a registered investment adviser?

Based on its legal structure as an LLC and its naming convention, D'Arcangelo Financial Advisors most closely resembles a registered investment adviser. Single-family offices typically use a different naming and filing structure and do not generally hold themselves out as financial advisors to the public. However, without a publicly accessible SEC or state registration filing, its exact regulatory classification cannot be verified.

What is the firm's known investment approach?

No specific investment strategy, asset allocation framework, or portfolio management doctrine has been publicly documented by the firm. The absence of a website or industry publication footprint means the firm's approach—whether discretionary, non-discretionary, quantitative, or fundamental—remains opaque.

Where is D'Arcangelo Financial Advisors located?

The firm's physical address is not a matter of public record. No office location has been confirmed through property records, regulatory filings, or public directories. The firm's domestic US registration status, if active, would be the only verifiable source for its headquarters location.

Who makes investment decisions at D'Arcangelo Financial Advisors?

Principal ownership and key investment personnel are not identified in any available public source. The firm's name implies an individual or family of that surname holds significant control, but no named individuals have been confirmed through regulatory filings, media reports, or firm publications.

What types of clients does the firm serve?

There is no public disclosure regarding the firm's client base. Without a Form ADV or equivalent filing, the type, number, and demographics of clients—be they high-net-worth individuals, institutions, or retail investors—remain unknown. The lack of a digital presence may indicate a deliberately limited and private client roster.

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