Joseph
Digangi

Amicus Financial Advisors, LLC

CRD#1146198
Investment Advisor
in Easton, PA

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About this Advisor

Joseph Digangi is a financial advisor based in Easton, Pennsylvania, working with Amicus Financial Advisors, LLC. Joseph has previously held positions at Gradient Securities, LLC, Gradient Advisors, LLC, Elite Financial & Settlement Consulting, Inc, Elana Advisory Services, LLC, Elana Franchise Group, Elana General Insurance, LLC, Elana System & Services, LLC, Elana Advanced Planning, Inc, Amicus Financial Advisors, LLC, and Nextphase Community, LLC. Joseph has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania and Wisconsin. Currently, Joseph is part of Amicus Financial Advisors, LLC, which operates out of Easton, Pennsylvania. The firm has 8 offices and 17 employees. The firm manages assets totaling $438.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Amicus Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

101 Larry Holmes Drive Suite 215
Easton, PA 18042

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Amicus Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$438,800,046

PA Average: $3,042,739,679
Total Number of Employees

17

PA Average: 49
Total Number of Accounts

1,359

PA Average: 2,315
Average Account Size

$322,885

PA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Joseph Digangi Work History

2022 - Present (3 years)

Nextphase Community, LLC

2020 - Present (5 years)

Amicus Financial Advisors, LLC

2013 - Present (12 years)

Elana Franchise Group

2013 - Present (12 years)

Elana General Insurance, LLC

2013 - Present (12 years)

Elana Advisory Services, LLC

2013 - Present (12 years)

Elana System & Services, LLC

2012 - Present (13 years)

Elana Advanced Planning, Inc

2010 - Present (15 years)

Elite Financial & Settlement Consulting, Inc

2015 - 2019 (4 years)

Elana Advisory Services, LLC

2013 - 2014 (1 year)

Gradient Securities, LLC

2013 - 2014 (1 year)

Gradient Advisors, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joseph Digangi 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 Amicus Financial Advisors, LLC

Bryan Sauceda
Lubbock, TX
David Tombs
Lubbock, TX
Evan Smith
Lubbock, TX
Derek Robinett
Midland, TX
Blake Flint
Lubbock, TX
Daniel Maxwell
Lubbock, TX
Nelson Gonzalez
Pearland, TX
Matthew Peck
Lubbock, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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