SAMUEL JAMES ANGELO is an investment adviser representative (IAR) with state registration records since 2005, appearing at 7 firms. Currently registered with AVANTAX PLANNING PARTNERS, INC., CETERA INVESTMENT ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 2025-09-05 | present | Yes |
| AVANTAX PLANNING PARTNERS, INC. | 2021-09-07 | present | Yes |
| AVANTAX ADVISORY SERVICES | 2019-10-25 | 2025-09-05 | — |
| POWER WEALTH MANAGEMENT LLC | 2009-12-11 | 2014-07-17 | — |
| HEADQUARTERS ADVISORY GROUP, LLC | 2008-02-04 | 2021-12-31 | — |
| 1ST GLOBAL ADVISORS INC | 2006-05-10 | 2019-10-25 | — |
| HUNTER FINANCIAL SERVICES, INC. | 2005-07-13 | 2017-11-30 | — |
| POWER WEALTH MANAGEMENT LLC | 2005-06-09 | 2007-12-31 | — |
| HEADQUARTERS ADVISORY GROUP, LLC | 2005-04-21 | 2007-12-31 | — |