Cynthia Pellegrino
Cynthia Pellegrino is a registered investment advisor at Prosperity Wealth Management, INC., based in Londonderry, NH, with 24 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,619 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
75 Gilcreast Rd, Suite 304, Londonderry, NH, 03053
Get directionsHistory
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
Cynthia is an agent for Symmetry Wealth Management and Cynthia Pellegrino Insurance Services, the latter involving insurance sales. She is also a partner at Symmetry Financial LLC for tax preparation and consulting, and has rental income from Hampton River Properties LLC.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
Prosperity Wealth Management, INC.
Innovation Partners LLCBroker
Innovation Partners LLC
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Applied Capital Management, INC
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations6 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.