Ariel
Dangelo

Packerland Brokerage Services, Inc

CRD#7299242
Investment Advisor
in Westwood, MA

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About this Advisor

Ariel Dangelo is a financial advisor based in Westwood, Massachusetts, working with Packerland Brokerage Services, Inc. Ariel has previously worked at Massmutual Life Insurance Company, Mml Investors Services, State Street Bank, Coldwell Banker Residential, Messina Realty Collective, Nightingale Homes Realty, and Packerland Brokerage Services. Ariel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, Illinois, Maine, Massachusetts, New Hampshire, and Virginia. Ariel is currently part of Packerland Brokerage Services, Inc, which has 133 offices and 286 employees. The firm manages $909.5 million in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Packerland Brokerage Services, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

436 Washington St
Westwood, MA 02090

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Packerland Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$909,478,703

MA Average: $2,826,565,184
Total Number of Employees

286

MA Average: 43
Total Number of Accounts

4,245

MA Average: 1,898
Average Account Size

$214,247

MA Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Ariel Dangelo Work History

2023 - Present (2 years)

Nightingale Homes Realty

2023 - Present (2 years)

Packerland Brokerage Services

2021 - 2022 (1 year)

Messina Realty Collective

2020 - 2023 (3 years)

Massmutual Life Insurance Company

2020 - 2023 (3 years)

Mml Investors Services

2020 - 2021 (1 year)

Coldwell Banker Residential

2017 - 2020 (3 years)

Messina Realty Collective

2014 - 2020 (6 years)

State Street Bank

Disclosures

Please visit the SEC profile of Ariel Dangelo 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 Packerland Brokerage Services, Inc

Casey Brice
Green Bay, WI
Dena Jerschefske
Oconomowoc, WI
Mark Swenson
Green Bay, WI
Danny Albertson
Winona, MN
Mick Scheuer
Kewaunee, WI
Emily Soper
Green Bay, WI
Katrina Oneill
Wausau, WI
Zachary Westenberg
Green Bay, WI

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