TP
CFA
TP
CFA

Torey Pellegrini

14 Years of Experience
Richmond, VA

Torey Pellegrini is a CFA-designated registered investment advisor at The London Company of Virginia, based in Richmond, VA, with 14 years of industry experience. Torey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,024 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
30 advisors
Number of Clients
7,024 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$16.0B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

The London Company charges a percentage of your portfolio's value each year. The exact percentage depends on the investment strategy you choose and the amount you invest. Fees are negotiable, and some clients may pay more or less than others. The minimum account size is $10,000,000, but this may be waived at the London Company's discretion.

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Location

1800 Bayberry Court, Suite 301, Richmond, VA, 23226

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History

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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Employment History
Current Registrations
The London Company of Virginia
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Amundi Distributor US, INC.Broker
June 2019 - August 2023 · 4 yrs 2 mos
Harbor Funds Distributors, INC.Broker
December 2016 - June 2019 · 2 yrs 6 mos
Pioneer Institutional Asset Management, INC.
January 2012 - December 2016 · 4 yrs 11 mos
Pioneer Funds Distributor, INC.Broker
December 2011 - December 2016 · 5 yrs
Northwestern Mutual Investment Services,llc
June 2011 - January 2012 · 7 mos
Northwestern Mutual Investment Services, LLCBroker
May 2011 - January 2012 · 8 mos
MML Investors Services, LLCBroker
March 2011 - April 2011 · 1 mo
State Registrations2 states
TXVA
Advisor

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.