Mickey Pinguelo, financial advisor Los Altos CA

Mickey Pinguelo

CRD Number: 2793863
Current Firm: Three Bell Capital LLC

Mickey Pinguelo (CRD# 2793863) is an Investment Advisor Representative working at Three Bell Capital LLC in Los Altos, CA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Three Bell Capital LLC Los Altos, CA Mar 2021 - Current 2
American United Life Concord, CA Jun 2014 - Current 9
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
Contact Info for Mickey S. Pinguelo
Phone Number: 650-843-9836
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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