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James Alfred Angelone is a financial advisor professional located in Elmsford, NY. They specialize in financial advisory. With over 50 years of experience, they bring deep expertise to every client.
James Alfred Angelone - Osaic Wealth, Inc. holds an active professional license (FINRA CRD) for your protection.
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James Alfred Angelone is a financial advisor based in Elmsford, NY, operating through Osaic Wealth, Inc. With 50 years in the financial services industry, Angelone brings extensive experience to client relationships. He holds a FINRA CRD license number 812139, which registers him with the Financial Industry Regulatory Authority. His long tenure in the field reflects deep familiarity with investment strategies, portfolio management, and financial planning across market cycles and economic conditions.
A FINRA CRD (Central Registration Depository) license number indicates that James Alfred Angelone is registered with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and dealers in the United States. This registration means he is authorized to buy and sell securities and provide investment advice to clients. FINRA registration requires passing qualifying exams, maintaining continuing education, and operating under strict compliance rules. The CRD number is a public identifier that allows clients to verify his registration status and review his regulatory history through FINRA's BrokerCheck system.