Michael PellegrinoCRD Number: 5900843
Current Firm: Goldstone Financial Group, LLC
Michael Pellegrino (CRD# 5900843) is an Investment Advisor Representative working at Goldstone Financial Group, LLC in Oakbrook Terrace, IL and has over 5 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|Goldstone Financial Group, LLC||Oakbrook Terrace, IL||Jul 2015 - Current||1|
|Tcm Securities, Inc.||Woodstock, GA||Oct 2012 - Current||4|
|Brookstone Capital Management, LLC||Wheaton, IL||Mar 2011 - Dec 2015||4|
|Goldstone Financial Group, LLC||Oak Brook Terrace, IL||Jan 2007 - Jul 2015||8|
|Center Street Securities, Inc.||Nashville, TN||Jun 2011 - Oct 2012||1|
|Future Financial||Oak Brook, IL||Jan 2006 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S65||NASAA Investment Advisors Law Examination||Nov 2010|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management130MILLIONS
Total Number of Accounts1,630ACCOUNTS
Average Account Value$79,755
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, IL, IN, TX
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