Timothy Deangelo has been an investment adviser representative at Smithbridge Asset Management since August 2024, and is not listed among the firm’s executive officers or direct owners. Timothy Deangelo holds a B.S. in Economics from the University of Pennsylvania Wharton School of Business.
Smithbridge Asset Management, Inc. is a Chadds Ford, PA firm with $831M under management, 513 clients and 6 advisers across 2 offices, as of its September 2026 filing.
Timothy J. DeAngelo is Portfolio Manager of Smithbridge Asset Management, based in Chadds Ford, PA. He has worked in the financial services industry for over 20 years in roles spanning trading, advisory, research and portfolio construction. Before joining Smithbridge in June of 2024, he was Chief Investment Strategist of a wealth management firm, where he built and ran its internal investment platform.
Timothy Deangelo’s longest registration was 3 years at Daniels + Tansey, L.L.P. (2020–2023). Before joining Smithbridge Asset Management in 2024, Timothy Deangelo was registered through Creative Planning and Daniels + Tansey, L.L.P.
- – present · 2 yearsChadds Ford, PA · Adviser representative · Firm CRD 106261
- Creative Planning– · under a yearWilmington, DE · Adviser representative · Firm CRD 105348
- Daniels + Tansey, L.L.P.– · 3 yearsWilmington, DE · Adviser representative · Firm CRD 127816
Investment adviser representative registrations
Timothy Deangelo is registered as an investment adviser representative in Pennsylvania, since August 2024.
- PennsylvaniaSince 23 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 15 May 2006 |
| Series 55 | Limited Representative-Equity Trader Exam | 6 December 2001 |
| Series 7 | General Securities Representative Examination | 5 November 2001 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Representative Examination
- Full name
- Timothy John Deangelo
- CRD
- 4464790
- Firm
- Smithbridge Asset Management · CRD 106261
- Office
- 116 COMMONS COURT, Chadds Ford, PA 19317
- Registration
- Investment adviser registration
- In the industry since
- March 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- smithbridgeasset.com
Where does Timothy Deangelo work?
Timothy Deangelo is an investment adviser representative registered through Smithbridge Asset Management, Inc. since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Deangelo a financial advisor?
Yes. Timothy Deangelo has a current investment-adviser registration in Pennsylvania, through Smithbridge Asset Management since August 2024.
How many years of experience does Timothy Deangelo have?
Timothy Deangelo has 5 years in the financial industry, since March 2021, across 3 adviser firms.
What exams has Timothy Deangelo passed?
Timothy Deangelo has passed 3 licensing exams: the Series 7, Series 55 and Series 63. The earliest, the Series 7, was passed in November 2001.
Where did Timothy Deangelo work before Smithbridge Asset Management?
Before Smithbridge Asset Management, Timothy Deangelo was registered through Creative Planning, October 2023 to December 2023; Daniels + Tansey, L.L.P., June 2020 to October 2023.
Where is Timothy Deangelo based?
Timothy Deangelo’s registered office is in Chadds Ford, PA.
Is Timothy Deangelo registered with FINRA?
No. Timothy Deangelo has no current broker registration.
How can I verify Timothy Deangelo’s record?
Search CRD 4464790 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Deangelo’s full registration record.
