Robert
Angelo

Pgim Investments LLC

CRD#4745826
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Robert Angelo is a financial advisor operating in Scottsdale, Arizona who has 8 years of industry experience. Angelo is an advisor for Pgim Investments LLC. Their career trajectory has included roles at Blackrock Investments, Inc, Prudential Investment Management Services LLC and Pgim Investments, LLC. Angelo has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Arizona. Pgim Investments LLC is a registered investment business that has its headquarters in Newark, NJ. It controls $312 billion in total assets across its 180 client accounts, making it one of the largest firms in the country by assets under management. Pgim Investments LLC provides a number of services, including portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically are based on the services. However, fees charged by Pgim Investments LLC most likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Scottsdale, AZ

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Pgim Investments LLC Brokerage Details

Total Assets Under Management

$311,778,009,814

AZ Average: $10,121,009,343
Total Number of Employees

509

AZ Average: 92
Total Number of Accounts

180

AZ Average: 6,978
Average Account Size

$1,732,100,055

AZ Average: $1,450,417

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Robert Angelo Work History

Robert has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Prudential Investment Management Services LLC

2015 - Present (9 years)

Pgim Investments,LLC

2015 - Present (9 years)

Pgim Investments,LLC

2007 - 2015 (8 years)

Blackrock Investments, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Angelo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pgim Investments LLC

David Angeli
Newark, NJ
Jonathan Richard
Stamford, CT
Nicholas Meola
Newark, NJ
Brian Jacobs
Newark, NJ
Shelby Reeves
Golden Valley, MN
Mark Donovan
Atlanta, GA
Ross Rutman
Seattle, WA
Brendan Gill
Milton, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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