DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Robert Michael Angelo
Feed of 09/14/2026
At current firm
11 y
since Apr 10, 2015
In the industry
22 y
since Jun 17, 2004 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Pgim Investments LLC asset manager currentsince Apr 10, 2015 · Scottsdale, Az
- Blackrock Financial Management, Inc otherMay 29, 2007 to Mar 10, 2015 · New York, Ny
- Citigroup Global Markets Inc. BD affiliatedApr 1, 2006 to May 22, 2007 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Blackrock Financial Management, Inc to Pgim Investments LLCleft Mar 10, 2015, registered Apr 10, 2015 (31 days) · Other
- Citigroup Global Markets Inc. to Blackrock Financial Management, Incleft May 22, 2007, registered May 29, 2007 (7 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address