Peter
Dearcangelis

Ameriprise Financial Services, Inc

CRD#712169
Investment Advisor
in Charlotte, NC
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About this Advisor

Peter Dearcangelis is an advisor in Charlotte, North Carolina. Currently a registered financial advisor at Ameriprise Financial Services, Inc, Dearcangelis has a notable 25 years of professional experience. Dearcangelis maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Dearcangelis is registered to operate based out of North Carolina, Texas and Virginia. During their career, the advisor has held roles at Wells Fargo Clearing Services, LLC, Ameriprise Financial Services Inc, Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Wells Fargo Advisors LLC. Ameriprise Financial Services, Inc is headquartered in Charlotte, North Carolina, and operates out of 161 brick-and-mortar locations in the country. In aggregate, Ameriprise Financial Services, Inc manages $244 billion in assets throughout 1,268,997 accounts and retains more than 13,020 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the country. The firm manages 603,208 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Ameriprise Financial Services, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

13830 Ballantyne Corporate Pl Ste 200
Charlotte, NC 28277

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

NC Average: $5,289,111,388
Total Number of Employees

13,020

NC Average: 157
Total Number of Accounts

1,268,997

NC Average: 8,262
Average Account Size

$192,468

NC Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Peter Dearcangelis Work History

Peter has 25 years of experience.

2018 - Present (1 years)

Ameriprise Financial Services Inc

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2009 (0 years)

Morgan Stanley Smith Barney

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

1993 - 2009 (16 years)

Citigroup Global Markets Inc

Disclosures

Peter Dearcangelis has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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