Unclaimed Profile

Mark Joseph Pellegrino

RAINIER GROUP INVESTMENT ADVISORY LLC·BELLEVUE, Washington

Series 63, Series 65Clean record19 years registeredRAINIER GROUP INVESTMENT ADVISORY LLC

500 - 108TH AVENUE NE, SUITE 2000, BELLEVUE, WA 98004-5538CRD# 2276803Firm CRD# 132486

Profile Verification

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

Identity

Mark Joseph Pellegrino · BELLEVUE, WA

Registration

CRD #2276803 · RAINIER GROUP INVESTMENT ADVISORY LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RAINIER GROUP INVESTMENT ADVISORY LLC

COLDSTREAM WEALTH MANAGEMENT

Jul 2017 – Feb 2022

BELLEVUE, WA

COLDSTREAM WEALTH MANAGEMENT

Nov 2006 – Dec 2020

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · November 9, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RAINIER GROUP INVESTMENT ADVISORY LLC

CRD 132486 · SEC 801-63467

AUM

$659M

Regulatory assets under management

Employees

290 client accounts

Services offered by RAINIER GROUP INVESTMENT ADVISORY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RAINIER GROUP INVESTMENT ADVISORY LLC →

Introduction

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Frequently Asked Questions

What services does Mark Joseph Pellegrino offer?

Mark Joseph Pellegrino specializes in Financial Planning, Investment Management, Wealth Management.

What are Mark Joseph Pellegrino's credentials?

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

Where is Mark Joseph Pellegrino located?

Mark Joseph Pellegrino is based in BELLEVUE, Washington, last registered with RAINIER GROUP INVESTMENT ADVISORY LLC.

How does Mark Joseph Pellegrino charge for services?

Mark Joseph 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 RAINIER GROUP INVESTMENT ADVISORY LLC?

RAINIER GROUP INVESTMENT ADVISORY LLC has approximately 14 employees and manages $659M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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