Unclaimed Profile

Peter Joseph Pellizzon

HOLLENCREST CAPITAL MANAGEMENT, LLC·NEWPORT BEACH, California

SIE, Series 3, Series 4, Series 7, Series 24, Series 53, Series 55, Series 6327 years registeredHOLLENCREST CAPITAL MANAGEMENT, LLC

100 BAYVIEW CIRCLE, NEWPORT BEACH, CA 92660-8903CRD# 1236771Firm CRD# 46217

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Joseph Pellizzon · NEWPORT BEACH, CA

Registration

CRD #1236771 · HOLLENCREST CAPITAL MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

HOLLENCREST CAPITAL MANAGEMENT

May 1999 – present

DOUBLE EAGLE PARTNERS

Mar 2004 – Jun 2019

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 53

Series 55

Series 63

Registration record

First registered · May 20, 1999

Years registered · 27

Disclosure History

1994Customer Dispute·Settled

1989Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HOLLENCREST CAPITAL MANAGEMENT, LLC

CRD 46217 · SEC 801-55904

AUM

$2.4B

Regulatory assets under management

Employees

1,074 client accounts

Services offered by HOLLENCREST CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at HOLLENCREST CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Peter Joseph Pellizzon offer?

Peter Joseph Pellizzon specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Peter Joseph Pellizzon's credentials?

Peter Joseph Pellizzon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Joseph Pellizzon located?

Peter Joseph Pellizzon is based in NEWPORT BEACH, California, working with HOLLENCREST CAPITAL MANAGEMENT, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Peter Joseph Pellizzon charge for services?

Peter Joseph Pellizzon's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: fees related to real estate deals. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HOLLENCREST CAPITAL MANAGEMENT, LLC?

HOLLENCREST CAPITAL MANAGEMENT, LLC has approximately 18 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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