Theodore Agrillo is a registered investment advisor, based in Bethpage, NY, with 32 years of industry experience.
Location
535 Stewart Ave, Bethpage, NY, 11714
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Theodore is a registered investment advisor with The Pinnacle Financial Group, doing business as Agrillo Financial Group, spending about half his time as an asset manager. He is also the owner of Multiplex Planning for tax/investment purposes and an agent for fixed insurance, including life insurance, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
The Pinnacle Financial Group
LPL Financial LLCBroker
First Asset Management, INC.Broker
Rnr Securities, L.L.C.Broker
MML Investors Services, INC.Broker
Vtr Capital, INC.Broker
J. Gregory & Company, INC.Broker
State Registrations15 states
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.