Gregory PellizzonCRD Number: 712667
Current Firm: Hollencrest Capital Management
Gregory Pellizzon (CRD# 712667) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 37 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Double Eagle Partners, LLC||Newport Beach, CA||Oct 2003 - Current||18|
|Hollencrest Securities, LLC||Newport Beach, CA||Apr 1999 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1985|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management2,282MILLIONS
Total Number of Accounts877ACCOUNTS
Average Account Value$2,601,657
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, NV, OR, TX
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