David Pellegrino (CRD# 2574253) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Bel Air, MD and has over 29 years of experience in the finance industry.
CRD# 2763082
Mml Investors Services, LLC
CRD# 5690805
T. Rowe Price Associates, Inc.
CRD# 3068985
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centaurus Financial Inc. | Anaheim, CA | Dec 2011 - Current | 12 |
| The Eagle Group Financial Advisors | Bel Air, MD | Jan 2006 - Current | 18 |
| The Eagle Group | Bel Air, MD | Jun 2004 - Current | 19 |
| Pfs Financial, Inc. | Bel Air, MD | Apr 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- DE
- FL
- GA
- IL
- MD
- NH
- NJ
- NY
- NC
- PA
- TX
- VA
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Total Assets Under Management5,212MILLIONS
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Total Number of Accounts30,814ACCOUNTS
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Average Account Value$169,144
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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