Derek Deangelis has been President of Apex Wealth Management since October 2021, is a control person of the firm and directly owns 75% or more of it.
Apex Wealth Management, LLC is a Bedford, NH firm with $191M under management, 114 clients and 2 advisers in one office, as of its February 2026 filing.
Derek Deangelis’ longest registration was 9 years at Strategic Advisers, Inc. (2006–2015). Before joining Apex Wealth Management in 2021, Derek Deangelis was registered through Peak Wealth Management LLC and Strategic Advisers, Inc.
- Apex Wealth Management, LLCCurrent– present · 4 yearsBedford, NH · Adviser representative · Firm CRD 317091
- Peak Wealth Management LLC– · 6 yearsBedford, NH · Adviser representative · Firm CRD 281036
- Strategic Advisers, Inc.– · 9 yearsNashua, NH · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Derek Deangelis is registered as an investment adviser representative in New Hampshire, since November 2021.
- New HampshireSince 10 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 June 2006 |
| Series 7 | General Securities Representative Examination | 3 May 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 November 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 October 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Derek Christopher Deangelis
- CRD
- 4281585
- Firm
- Apex Wealth Management · CRD 317091
- Role
- President
- Office
- 1 HARDY RD, #400, Bedford, NH 03110
- Registration
- Investment adviser registration
- In the industry since
- August 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Derek Deangelis work?
Derek Deangelis has been President of Apex Wealth Management, LLC since October 2021, and is a control person of the firm.
Is Derek Deangelis a financial advisor?
Yes. Derek Deangelis has a current investment-adviser registration in New Hampshire, through Apex Wealth Management since November 2021.
How many years of experience does Derek Deangelis have?
Derek Deangelis has 20 years in the financial industry, since August 2006, across 3 adviser firms.
What exams has Derek Deangelis passed?
Derek Deangelis has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in October 2000. FINRA credited Derek Deangelis with the SIE, which began in October 2018.
Where did Derek Deangelis work before Apex Wealth Management?
Before Apex Wealth Management, Derek Deangelis was registered through Strategic Advisers, Inc., July 2006 to October 2015.
Where is Derek Deangelis based?
Derek Deangelis’ registered office is in Bedford, NH.
Is Derek Deangelis registered with FINRA?
No. Derek Deangelis has no current broker registration.
How can I verify Derek Deangelis’ record?
Search CRD 4281585 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Derek Deangelis’ full registration record.