DP
DP

Dennis Biagio Pellegrini

33 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
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Location

49 Commerce Dr., Wyomissing, PA, 19610

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History

Regulatory History (1)
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Employment Separation After Allegations
May 1994
Other Business ActivitiesSells Insurance

Dennis owns Four Legged T Shirts LLC, a retail sales business, and is also an insurance agent advising clients on risk management and providing solutions including life, disability, LTC, fixed & index annuities. He is also a partner at Sage Scholars, offering scholarship credits, and works with Health Matching Account Services, Inc.

Employment History
Current Registrations
Blackridge Asset Management, LLC
August 2016 - Present · 9 yrs 6 mos
Peak Brokerage Services, LLC
August 2016 - Present · 9 yrs 6 mos
Peak Brokerage Services, LLCBroker
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Next Financial Group, INC.
March 2007 - August 2016 · 9 yrs 5 mos
Next Financial Group, INC.Broker
December 2006 - August 2016 · 9 yrs 8 mos
Aig Financial Advisors, INC.Broker
October 2005 - December 2006 · 1 yr 2 mos
Sentra Securities CorporationBroker
April 1997 - October 2005 · 8 yrs 6 mos
Hackett Associates, INC.Broker
September 1994 - April 1997 · 2 yrs 7 mos
Marketing One Securities, INC.Broker
December 1993 - June 1994 · 6 mos
John Hancock Distributors, INC.Broker
April 1992 - January 1994 · 1 yr 9 mos
John Hancock Mutual Life Insurance CompanyBroker
April 1992 - January 1994 · 1 yr 9 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.