Christopher Pellegrini (CRD# 2558948) is an Investment Advisor Representative working at Prudential Financial Planning Services in Toms River, NJ and has over 12 years of experience in the finance industry.
CRD# 4232357
Lpl Financial LLC
CRD# 5636141
Equitable Advisors, LLC
CRD# 3120758
Columbia Management Investment Advisers, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Brick, NJ | Apr 2021 - Current | 3 |
| Prudential Insurance Company Of America | Brick, NJ | Apr 2021 - Current | 3 |
| Edward Jones | St.louis, MO | Jul 2019 - Mar 2021 | 1 |
| Square One Credit Management | Red Bank, NJ | May 2019 - Jun 2019 | < 1 |
| University Of The Sciences | Philadelphia, PA | Sep 2018 - Mar 2019 | < 1 |
| Prudential Investment Management Services LLC | Newark, NJ | Jan 1997 - Jun 2018 | 21 |
| Prudential Investments | Newark, NJ | Oct 1994 - Jun 2018 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- NJ
- TX
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
-
Average Account Value$144,211
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.