Unclaimed Profile

Scott Michael Pellegrino

EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC·ISELIN, New Jersey

SIE, Series 7, Series 9, Series 10, Series 24, Series 66, Series 82TOClean record22 years registeredEISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

111 WOOD AVENUE SOUTH, ISELIN, NJ 08830CRD# 2552920Firm CRD# 121863

Profile Verification

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

Identity

Scott Michael Pellegrino · ISELIN, NJ

Registration

CRD #2552920 · EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2006 – Apr 2018

PENNINGTON, NJ

PARK AVENUE SECURITIES LLC

Mar 2005 – Aug 2006

SOUTH PLAINFIELD, NJ

INTERNATIONAL PLANNING ALLIANCE, LLC

Jul 2004 – Aug 2006

SOUTH PLAINFIELD, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 66

Series 82TO

Registration record

First registered · July 1, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

CRD 121863 · SEC 801-69518

AUM

$1.3B

Regulatory assets under management

Employees

2,146 client accounts

Services offered by EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Michael Pellegrino offer?

Scott Michael Pellegrino specializes in Financial Planning, Investment Management, Wealth Management.

What are Scott Michael Pellegrino's credentials?

Scott Michael Pellegrino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Michael Pellegrino located?

Scott Michael Pellegrino is based in ISELIN, New Jersey, last registered with EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC.

How does Scott Michael Pellegrino charge for services?

Scott Michael Pellegrino's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC?

EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC has approximately 29 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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