Torey PellegriniCRD Number: 5886904
Current Firm: Amundi Pioneer Institutional Asset Management, Inc.
Torey Pellegrini (CRD# 5886904) is an Investment Advisor Representative working at Amundi Pioneer Institutional Asset Management, Inc. in Boston, MA and has over 7 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Pioneer Investment Management Usa, Inc.||Boston, MA||Sep 2015 - Current||2|
|Pioneer Investment Management Usa, Inc.||Boston, MA||Nov 2014 - Aug 2015||< 1|
|Pioneer Investment Management Usa, Inc.||Boston, MA||Apr 2012 - Oct 2014||2|
|Pioneer Investment Management Usa Inc.||Boston, MA||Dec 2011 - Mar 2012||< 1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||May 2011 - Dec 2011||< 1|
|Northwestern Mutual Investment Services, LLC||Boston, MA||May 2011 - Dec 2011||< 1|
|Mml Investors Services||Providence, RI||Feb 2011 - Apr 2011||< 1|
|Massmutual Life Insurance Company||Providence, RI||Dec 2010 - Apr 2011||< 1|
|Driving Alpha, LLC||Norwell, MA||Jun 2010 - Sep 2010||< 1|
|Sakonnet Yacht Club||Little Compton, RI||Jun 2009 - Aug 2010||1|
|Salve Regina University||Newport, RI||Sep 2006 - May 2010||3|
|Wianno Yacht Club||Osterville, MA||Jun 2008 - May 2009||< 1|
|Plymouth Yacht Club||Plymouth, MA||Jun 2006 - May 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2011|
|S65||NASAA Investment Advisors Law Examination||Mar 2011|
Total Assets Under Management18,502MILLIONS
Total Number of Accounts113ACCOUNTS
Average Account Value$163,731,055
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.