AP
AP

Antoinette Pellegrini

40 Years of Experience
Doylestown, PA
Broker

Antoinette Pellegrini is a registered investment advisor at Wells Fargo Advisors, based in Doylestown, PA, with 40 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2005 South Easton Rd., Suite 204, Doylestown, PA, 18901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Antoinette is the co-founder and treasurer of the Louis T Savino III Foundation, which aims to prevent sudden cardiac death in youth. She spends a few hours per week attending meetings and raising awareness for the foundation.

Employment History
Current Registrations
Wells Fargo Advisors
March 2023 - Present · 3 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2011 - March 2023 · 11 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
October 1999 - March 2023 · 23 yrs 5 mos
First Union Capital Markets CORP.Broker
July 1995 - October 1999 · 4 yrs 3 mos
Boenning & Scattergood, INC.Broker
October 1990 - February 1995 · 4 yrs 4 mos
Thomson Mckinnon Securities INC.Broker
February 1987 - May 1989 · 2 yrs 3 mos
Thomson Mckinnon Securities INC.Broker
January 1984 - May 1989 · 5 yrs 4 mos
State Registrations36 states
AKALARAZCACOCTDCDEFLGAHIIDILINMAMDMEMIMTNCNHNJNVNYOHORPASCTNTXUTVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.