Cynthia Pellegrino
CRD Number: 4257163
Current Firm: Prosperity Wealth Management, Inc.
Compensation Model: Both
Cynthia Pellegrino (CRD# 4257163) is an Investment Advisor Representative working at Symmetry Wealth Management LLC in Londonderry, NH and has over 19 years of experience in the finance industry. Cynthia Pellegrino 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperity Wealth Management, Inc. | San Ramon, CA | Mar 2017 - Current | 7 |
| Fortune Financial Services, Inc. | Monaca, PA | Mar 2017 - Current | 7 |
| Symmetry Wealth Management | Nottingham, NH | Jun 2015 - Current | 8 |
| Cynthia Pellegrino Insurance Services | Bedford, NH | Jun 2015 - Current | 8 |
| Innovation Partners LLC | Charlotte, NC | Feb 2017 - Mar 2017 | < 1 |
| United Planners' Financial Services | Scottsdale, AZ | Jun 2015 - Feb 2017 | 1 |
| Sagepoint Financial, Inc. | Phoenix, AZ | Jan 2009 - May 2015 | 6 |
| Applied Capital Management, Inc. | Londonderry, NH | Feb 2005 - May 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2000 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2013 |
- NH
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Total Assets Under Management243MILLIONS
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Total Number of Accounts1,611ACCOUNTS
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Average Account Value$151,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA
Cynthia Pellegrino and Symmetry Wealth Management, Inc. offers Investment Advisory services through Prosperity Wealth Management, Inc. Securities offered through Fortune Financial Services, Inc, Member FINRA and SIPC.
Symmetry Wealth Management Inc., Prosperity Wealth Management, Inc. & Fortune Financial Services, Inc. are separate entities.
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