Patrick Danglidis has been an investment adviser representative at Capital A Wealth Management since November 2023, and is not listed among the firm’s executive officers or direct owners.
Capital A Wealth Management, LLC is a Cranberry TWP., PA firm with $613M under management, 1,162 clients and 11 advisers across 5 offices, as of its April 2026 filing.
Patrick Danglidis’ longest registration is the current one, 2 years at Capital A Wealth Management since 2023. Before joining Capital A Wealth Management in 2023, Patrick Danglidis was registered through Ae Wealth Management, LLC.
- Capital A Wealth ManagementCurrent– present · 2 yearsCranberry Township, PA · Adviser representative · Firm CRD 328863
- Ae Wealth Management, LLC– · 1 yearCranberry Township, PA · Adviser representative · Firm CRD 282580
Investment adviser representative registrations
Patrick Danglidis is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2023; the most recent is Texas, in April 2025.
- PennsylvaniaSince 22 November 2023
- TexasResidentSince 3 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 December 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Patrick Mario Danglidis
- CRD
- 7295695
- Firm
- Capital A Wealth Management · CRD 328863
- Office
- 8050 Rowan Road, Suite 401, Cranberry Township, PA 16066
- Registration
- Investment adviser registration
- In the industry since
- August 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Patrick Danglidis work?
Patrick Danglidis is an investment adviser representative registered through Capital A Wealth Management, LLC since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Patrick Danglidis a financial advisor?
Yes. Patrick Danglidis has a current investment-adviser registration in Pennsylvania and Texas, through Capital A Wealth Management since November 2023.
How many years of experience does Patrick Danglidis have?
Patrick Danglidis has 4 years in the financial industry, since August 2022, across 2 adviser firms.
What exams has Patrick Danglidis passed?
Patrick Danglidis passed the Series 65 in December 2021.
Where is Patrick Danglidis based?
Patrick Danglidis’ registered office is in Cranberry Township, PA.
Is Patrick Danglidis registered with FINRA?
No. Patrick Danglidis has no current broker registration.
How can I verify Patrick Danglidis’ record?
Search CRD 7295695 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Danglidis’ full registration record.