Anthony J. D’Angelo

Chief Executive Officer

As the Founder and CEO of Aurelius Legacy Partners, Anthony’s strong client-centric mindset fosters a collaborative and highly engaging experience that’s tailored to the unique goals and aspirations of every client. He designs sophisticated estate, business, and tax-efficient strategies through multi-disciplinary and innovative solutions.

With over 15 years of experience, Anthony’s passion for helping others began in 2008 as a financial consultant in NYC, where he quickly elevated to Regional Vice President of AXA Advisors in 2012, and perennially lead the #1 ranked team nationwide. He was promoted to Executive Vice President in 2019, overseeing the Southern California offices of Equitable Advisors and responsible for the strategic vision and growth of the leadership team. Anthony’s forward-thinking view of the client of the future fueled the transformation of the organization and he’s been recognized as one of the company’s elites, earning multiple honors and industry awards.

In 2021, Anthony joined Gideon Strategic Partners, an independent, boutique investment advisory firm as the Managing Director and Partner. With their specialization in alternative investments, he expanded his practice and coupled it with a modern client-focused financial planning process which proved to be a unique differentiator in the industry.

Anthony has always been driven to leave a positive impact on his clients and the people he works with. His enthusiasm and leadership attracted some of the industry’s top talent, with many team members coming together from across the country and previous companies along the way. Leveraging this intellectual capital and a network of subject matter experts, Aurelius Legacy Partners offers comprehensive and high-quality advice.

Anthony obtained the Retirement Planning Specialist Certificate from the Wharton School of the University of Pennsylvania, a Bachelor of Science in Finance from Wagner College and received his Life Coach certification from the Unbeatable Mind Academy. He’s a devoted father and husband, motivated by the love for his family and commitment to personal and professional growth. When he’s not giving back to others, he enjoys spending time on memorable experiences, traveling, reading, and actively in pursuit of holistic health and fitness.

LA

1925 Century Park E, Suite 1700
Los Angeles, CA 90067

NYC

2 Park Avenue, Suite 300,
New York, NY 10016

SOFL

2600 N. Military Trail, Suite 420,
Boca Raton, FL 33431

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