Louis PellegriniCRD Number: 1998470
Current Firm: Stifel, Nicolaus & Company, Incorporated
Louis Pellegrini (CRD# 1998470) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Sunset Hills, MO and has over 25 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Stifel Nicolaus & Co Inc.||Kirkwood, MO||Aug 2009 - Current||8|
|Wachovia Securities, LLC||St. Louis, MO||Jan 2008 - Aug 2009||1|
|A. G. Edwards & Sons, Inc.||St Louis, MO||Aug 1989 - Aug 2009||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1992|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- A percentage of assets under your management
- Fixed fees (other than subscription 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV