John Pelusi, financial advisor Wexford PA
88 score

John Pelusi

CRD Number: 6139317
Current Firm: Socius Family Office, LLC

John Pelusi (CRD# 6139317) is an Investment Advisor Representative working at Socius Family Office, LLC in Wexford, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Alterna Wealth Management Boca Raton, FL Oct 2014 - Current 2
Raymond James Financial Services, Inc. Youngstown, OH Jun 2013 - Jul 2014 1
Pnc Investments Pittsburgh, PA Oct 2012 - May 2013 < 1
Pnc Bank Pittsburgh, PA Aug 2011 - Oct 2012 1
University Of Pittsburgh Pittsburgh, PA Jan 2005 - Aug 2011 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for John C. Pelusi
Phone Number: 561-404-0484
Registered State(s):
  • FL
  • PA
By the Numbers
  • Total Assets Under Management
    209
    MILLIONS
  • Total Number of Accounts
    258
    ACCOUNTS
  • Average Account Value
    $809,957
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, FL, GA, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TX, WA, WI

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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