Claim Profile
AP

Anthony Pellegrino

GOLDSTONE FINANCIAL GROUP, LLC·OAKBROOK TERRACE, Illinois
Unclaimed Profile
18W140 BUTTERFIELD ROAD, OAKBROOK TERRACE, IL 60181CRD# 6390276Firm CRD# 222520
01

About

Anthony Pellegrino is a registered financial advisor based in OAKBROOK TERRACE, Illinois, affiliated with GOLDSTONE FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GOLDSTONE FINANCIAL GROUP, LLC
GOLDSTONE FINANCIAL GROUP, LLC
AUM
$755M
Regulatory assets under management
Employees
12
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6390276
Firm CRD# 222520
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OAKBROOK TERRACE?

Browse all registered financial advisors in OAKBROOK TERRACE, Illinois or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Anthony Pellegrino offer?
Anthony Pellegrino specializes in Financial Planning, Investment Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.
What are Anthony Pellegrino's credentials?
Anthony Pellegrino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Pellegrino located?
Anthony Pellegrino is based in OAKBROOK TERRACE, Illinois, working with GOLDSTONE FINANCIAL GROUP, LLC. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.
How does Anthony Pellegrino charge for services?
Anthony Pellegrino's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOLDSTONE FINANCIAL GROUP, LLC?
GOLDSTONE FINANCIAL GROUP, LLC has approximately 12 employees and manages $755M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty