Unclaimed Profile

Andrew John Pellegrino

MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, California

SIE, Series 3, Series 7, Series 24, Series 63CFPClean record2 years registeredMELLON CAPITAL MANAGEMENT CORPORATION

50 FREMONT STREET, SAN FRANCISCO, CA 94105CRD# 5005368Firm CRD# 105764

Profile Verification

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

Identity

Andrew John Pellegrino · SAN FRANCISCO, CA

Registration

CRD #5005368 · MELLON CAPITAL MANAGEMENT CORPORATION · 2 years registered

Brand Profile

Not yet started

Career History

PLUM STREET ADVISORS, LLC

Jan 2024 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Registration record

First registered · January 5, 2024

Years registered · 2

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MELLON INVESTMENTS CORPORATION

CRD 105764 · SEC 801-19785

AUM

$674.2B

Regulatory assets under management

Employees

146

502 client accounts

Services offered by MELLON INVESTMENTS CORPORATION

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at MELLON INVESTMENTS CORPORATION →

Introduction

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Frequently Asked Questions

What services does Andrew John Pellegrino offer?

Andrew John Pellegrino specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Andrew John Pellegrino's credentials?

Andrew John Pellegrino holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew John Pellegrino located?

Andrew John Pellegrino is based in SAN FRANCISCO, California, working with MELLON CAPITAL MANAGEMENT CORPORATION. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Andrew John Pellegrino charge for services?

Andrew John Pellegrino's firm is compensated through percentage of aum, subscription fees, other: securities lending. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MELLON CAPITAL MANAGEMENT CORPORATION?

MELLON CAPITAL MANAGEMENT CORPORATION has approximately 146 employees and manages $674.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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