Torey Pellegrini, financial advisor Boston MA
93 score

Torey Pellegrini

CRD Number: 5886904
Current Firm: Pioneer Institutional Asset Management, Inc.

Torey Pellegrini (CRD# 5886904) is an Investment Advisor Representative working at Pioneer Institutional Asset Management, Inc. in Boston, MA and has over 5 years of experience in the finance industry.

Similar Advisors
Christopher Grande, financial advisor Boston MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Similar Advisors
Lawrence Foster, financial advisor Boston MA
Lawrence S. Foster
CRD# 3090482
Woodstock Corporation
Similar Advisors
Patrick Cote, financial advisor Boston MA
Patrick R. Cote
CRD# 5189191
Assetgrade, LLC
Company Name Location Dates Years
Pioneer Investment Management Usa, Inc. Boston, MA Sep 2015 - Current 1
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
Contact Info for Torey J. Pellegrini
Phone Number: 617-422-4700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Torey Pellegrini and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.