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Michael Thomas Pellegrino

TIDAL INVESTMENTS LLC·MILWAUKEE, Wisconsin
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234 WEST FLORIDA STREET, MILWAUKEE, WI 53204CRD# 3131099Firm CRD# 164201
01

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.

02

Focus Areas

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

Firm Overview

Firm
TIDAL INVESTMENTS LLC
TIDAL INVESTMENTS LLC
AUM
$11.3B
Regulatory assets under management
Employees
52
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3131099
Firm CRD# 164201
No disclosures on file
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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Other advisors in MILWAUKEE
Robert John Bukowski — ALPHA INVESTMENT CONSULTING GROUP, LLCRobert William Landaas — LANDAAS & COMPANYBrian Donald Kilb — LANDAAS & COMPANYJean Carol Baley — LANDAAS & COMPANYStewart M. Wangard — WANGARD INCOME FUND MANAGER, LLC
Nearby cities in Wisconsin
MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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