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Chief Compliance Officer · Anchored Financial Planning LLC

Valerie A. Angiollilo

CRD 2334815 · Named on Form ADV at one SEC-registered adviser

At a glance

Anchored Financial Planning LLC, an SEC-registered wealth manager based in West Deptford, NJ with $183 million in regulatory assets, lists Valerie A. Angiollilo on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

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Valerie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Valerie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.