LPL Financial
47yrs
Top advisor by experience in Winter Park
10yrs
Corey Dangelo has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Winter Park, Florida. Corey has been with UBS Financial Services since 2017. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 496 advisors with offices in Winter Park, and one of 453 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office201 N. New York Avenue 3rd Floor, Winter Park, FL 32789
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowUBS Financial Services Inc.Current firm
Contact Corey
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Corey. 201 N. New York Avenue 3rd FloorWinter Park, FL 32789Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Corey
Tailored to Corey’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Corey
How do I contact Corey?
Call UBS Financial Services at (201) 352-3000 and ask for Corey Dangelo. Corey works from the Winter Park, FL office.
How long has Corey been a financial advisor?
Corey has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Corey hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Corey a fiduciary?
Corey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Corey paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Corey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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