Alec Pelletier (CRD# 7445784) is an Investment Advisor Representative working at Pgim Investments LLC in Newark, NJ and has over 2 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Investment Management Services, LLC | Newark, NJ | Dec 2022 - Current | 1 |
| Pgim Investments | Newark, NJ | Dec 2022 - Current | 1 |
| Prudential Insurance Company Of America | Shelton, CT | Jan 2022 - Dec 2022 | < 1 |
| Pruco Securities, LLC | Shelton, CT | Sep 2021 - Dec 2022 | 1 |
| Unemployed | Trumbull, CT | Jun 2021 - Aug 2021 | < 1 |
| University Of Connecticut | Storrs, CT | Sep 2017 - May 2021 | 3 |
| Gyl Resnick | Westport, CT | May 2019 - Jul 2019 | < 1 |
| Colony Grill | Fairfield, CT | Jun 2018 - Aug 2018 | < 1 |
| Unemployed | Trumbull, CT | Sep 2011 - Aug 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- NJ
-
Total Assets Under Management315,352MILLIONS
-
Total Number of Accounts167ACCOUNTS
-
Average Account Value$1,888,332,353
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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 derived from SEC.gov data covering 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.
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.