Dennis Pellegrini
Dennis Pellegrini is a registered investment advisor at Blackridge Asset Management, LLC, based in Wyomissing, PA, with 33 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.
Location
49 Commerce Dr., Wyomissing, PA, 19610
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 1994Other Business ActivitiesSells Insurance
Dennis owns Four Legged T Shirts LLC, a retail sales business, and is also an insurance agent advising clients on risk management and providing solutions including life, disability, LTC, fixed & index annuities. He is also a partner at Sage Scholars, offering scholarship credits, and works with Health Matching Account Services, Inc.
Employment History
Current Registrations
Blackridge Asset Management, LLC
Peak Brokerage Services, LLC
Peak Brokerage Services, LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Aig Financial Advisors, INC.Broker
Sentra Securities CorporationBroker
Hackett Associates, INC.Broker
Marketing One Securities, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.