Pullaro Financial Services, Inc.

Pullaro Financial Services, Inc. (CRD# 141633) is a financial advisory firm headquartered in Lutz, FL. They manage $17,543,257 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $197,115
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Pullaro Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Justin A. Pullaro
CRD#: 5208633
17880 North Us Highway 41, Lutz, FL 33549
103
Wealthminder
score
Justin Pullaro (CRD# 5208633) is an Investment Advisor Representative working at Pullaro Financial Services, Inc. in Lutz, FL and has over 12 years of experience in the finance industry. Justin Pullaro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Nicholas W. Pullaro
CRD#: 1767078
17880 North Us Highway 41, Lutz, FL 33549
93
Wealthminder
score

Nicholas Pullaro (CRD# 1767078) is an Investment Advisor Representative working at Pullaro Financial Services, Inc. in Lutz, FL and has over 31 years of experience in the finance industry.

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