Daniel Pellegrino is a registered investment advisor, based in Greenwood Village, CO, with 25 years of industry experience.
Location
5299 Dtcc Blvd # 800, Greenwood Village, CO, 80111
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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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Daniel operates under the DBA Webster Investments for his LPL business. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
Cetera Advisors LLC
February 2026 - Present · 7 mos
Cetera Investment Advisers LLC
February 2026 - Present · 7 mos
Cetera Advisors LLCBroker
February 2026 - Present · 7 mos
Previous Registrations
LPL Financial LLC
January 2013 - October 2025 · 12 yrs 9 mos
LPL Financial LLCBroker
October 2011 - October 2025 · 14 yrs
Uvest Financial Services Group, INC.Broker
August 2009 - October 2011 · 2 yrs 2 mos
Planco Financial Services, LLCBroker
October 2007 - August 2009 · 1 yr 10 mos
Bisys Fund Services Limited PartnershipBroker
April 2002 - September 2006 · 4 yrs 5 mos
Signator Investors, INC.Broker
January 2002 - March 2002 · 2 mos
John Hancock Funds, INC.Broker
February 2000 - January 2002 · 1 yr 11 mos
Fidelity Investments Institutional Services Company, INC.Broker
July 1998 - November 1999 · 1 yr 4 mos
State Registrations1 state
RI
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.