RBC Capital Markets
47yrs
Top 1% by experience in Omaha
45yrs
Marvin Giannangelo
Full name on record: Marvin E Giannangelo
Financial advisor at D.A. Davidson & Co.
Based in Omaha, Nebraska, Marvin Giannangelo is a fiduciary financial advisor with 45 years of industry experience. Marvin has been with D.A. Davidson & Co. since 2016; before that, Marvin spent 14 years at Smith Hayes Advisers. D.A. Davidson & Co. offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience45 years (since 1981)
How that compares ?Top 1% by experience in Omaha
Office450 Regency Parkway Suite 400, Omaha, NE 68114
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$552,040
Advisors at the firm696
States licensed ?1 state
Services through D.A. Davidson & Co.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational 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
- 2016 – nowD.A. Davidson & Co.Current firm
- 2002 – 2016Smith Hayes Advisers Inc.Previously
Contact Marvin
(406) 727-4200Firm headquarters in Great Falls, MT. Ask for Marvin. 450 Regency Parkway Suite 400Omaha, NE 68114Office · Get directions Facebook pageD.A. Davidson & Co.
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Questions to ask Marvin
Tailored to Marvin’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Marvin
How do I contact Marvin?
Call D.A. Davidson & Co. at (406) 727-4200 and ask for Marvin Giannangelo. Marvin works from the Omaha, NE office.
How long has Marvin been a financial advisor?
Marvin has been in the industry since 1981, about 45 years. Top 1% by experience in Omaha.
What licenses does Marvin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Marvin a fiduciary?
Marvin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marvin paid?
D.A. Davidson & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Marvin 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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