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David Pellegrino

Centaurus Financial, INC.
31 Years of Experience
Bel Air, MD
1 DisclosureBroker
View SEC Summary
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David Pellegrino is a registered investment advisor at Centaurus Financial, INC., based in Bel Air, MD, with 31 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.

Centaurus Financial, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
441 advisors
Number of Clients
45,336 clients
Average Client Portfolio
$215K average
Assets Under Management
$9.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

57 East Broadway, 2nd Floor, Bel Air, MD, 21014

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2002
View Full SEC ReportHow to Read Disclosures
Other Business Activities

David is the president of PFS Financial, used for payroll and business expenses since 2000. He is also the president of The Eagle Group Financial Advisors, dedicating nearly all of his time to this investment-related business since 2006.

Employment History
Current Registrations
Centaurus Financial, INC.
December 2011 - Present · 14 yrs 10 mos
Centaurus Financial, INC.Broker
December 2011 - Present · 14 yrs 10 mos
Previous Registrations
First Allied Securities, INC.Broker
May 2008 - December 2011 · 3 yrs 7 mos
First Allied Advisory Services, INC.
January 2007 - December 2011 · 4 yrs 11 mos
Ffp Advisory Services INC
April 2002 - January 2007 · 4 yrs 9 mos
Ffp Securities, INC.Broker
April 2002 - May 2008 · 6 yrs 1 mo
Signator Investors, INC.Broker
December 2000 - April 2002 · 1 yr 4 mos
Intersecurities, INC.Broker
March 2000 - October 2000 · 7 mos
Lincoln Financial Advisors CorporationBroker
August 1996 - March 2000 · 3 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
August 1996 - March 2000 · 3 yrs 7 mos
New England SecuritiesBroker
January 1995 - August 1996 · 1 yr 7 mos
State Registrations15 states
AZDCDEFLGAILMAMDNCNHNJNYPATNVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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David Pellegrino - Financial Advisor | TrueAdvisor