Mickey Pinguelo (CRD# 2793863) is an Investment Advisor Representative working at Newfront Retirement Services, Inc. in San Francisco, CA and has over 27 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Abd Insurance & Financial Services, Inc. | San Mateo, CA | Aug 2023 - Current | < 1 |
| Newfront Retirement Services, Inc. | San Francisco, CA | Aug 2023 - Current | < 1 |
| American United Life | Concord, CA | Jun 2014 - Current | 9 |
| Three Bell Capital LLC | Los Altos, CA | Mar 2021 - Aug 2023 | 2 |
| Oneamerica | Indianapolis, IN | Jun 2015 - Feb 2021 | 5 |
| Prudential | Newark, NJ | Mar 2010 - Jun 2014 | 4 |
| Prudential Investment Management Services LLC | Kensington, CA | Feb 2010 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- CA
-
Total Assets Under Management367MILLIONS
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$8,732,259
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
AZ, CA, FL, MA, NH, NY, TN, TX, UT, VA, WA
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