Frederick PetrinoCRD Number: 1389177
Current Firm: Windsor Capital Management, LLC
Frederick Petrino (CRD# 1389177) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Oak Brook, IL and has over 27 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Windsor Capital Management, LLC||Oakbrook, IL||Jul 2009 - Current||8|
|West Town Consulting||Downers Grove, IL||Jul 2008 - Jul 2009||1|
|Payden & Rygel||Los Angeles, CA||Jan 2007 - Jul 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1990|
|S65||NASAA Investment Advisors Law Examination||Sep 2004|
Total Assets Under Management506MILLIONS
Total Number of Accounts1,189ACCOUNTS
Average Account Value$425,771
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, GA, IA, ID, IL, IN, LA, MI, MN, NE, NH, NV, OK, OR, TX, UT, WA, WI
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.