Unclaimed Profile

Michael Thomas Pellegrino

TIDAL INVESTMENTS LLC·MILWAUKEE, Wisconsin

Clean recordTIDAL INVESTMENTS LLC

234 WEST FLORIDA STREET, MILWAUKEE, WI 53204CRD# 3131099Firm CRD# 164201

Profile Verification

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

Identity

Michael Thomas Pellegrino · MILWAUKEE, WI

Registration

CRD #3131099 · TIDAL INVESTMENTS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael Thomas Pellegrino is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with TIDAL INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TIDAL INVESTMENTS LLC

AUM

$11.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TIDAL INVESTMENTS LLC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 3131099

Firm CRD# 164201

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Thomas Pellegrino offer?

Michael Thomas Pellegrino specializes in Financial Planning, Investment Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Michael Thomas Pellegrino's credentials?

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

Where is Michael Thomas Pellegrino located?

Michael Thomas Pellegrino is based in MILWAUKEE, Wisconsin, working with TIDAL INVESTMENTS LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Michael Thomas Pellegrino charge for services?

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

How large is TIDAL INVESTMENTS LLC?

TIDAL INVESTMENTS LLC has approximately 52 employees and manages $11.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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