CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pento Portfolio Strategies, LLC | Holmdel, NJ | Sep 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1999 |
- AZ
- CA
- CO
- FL
- LA
- NV
- NJ
- OH
- PA
- TX
- VA
- WA
- WI
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Total Assets Under Management199MILLIONS
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Total Number of Accounts688ACCOUNTS
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Average Account Value$289,043
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, LA, MA, MD, MI, MN, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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