Luella Peragino, financial advisor Greenville SC

Luella Peragino

CRD Number: 1234623
Current Firm: Morgan Stanley

Luella Peragino (CRD# 1234623) is an Investment Advisor Representative working at Morgan Stanley in Greenville, SC and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Greenville, SC Dec 2023 - Current < 1
Ubs Financial Services Inc. Manasquan, NJ Oct 2012 - Dec 2023 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Luella M. Peragino
Phone Number: 914-225-5510
Registered State(s):
  • NJ
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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