Thomas Pellegrino
Thomas Pellegrino is a registered investment advisor at Hd Money, INC., based in Sarasota, FL, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 471 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HD Money uses sub-advisers to manage client investments. HD Money clients pay a maximum of 1% of their portfolio per quarter, billed in advance. The sub-adviser fees do not increase the client's advisory fee, as HD Money pays the sub-adviser from its fees.
Location
1800 2nd Street, Suite 720, Sarasota, FL, 34236
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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
Thomas is the owner/president of Quantum Cyber Security & Investigations, Inc. and the president of TVP Management and Marketing, Inc., dedicating about a quarter of his time to each. He is also the president of TVP Consulting, Inc. where he sells insurance and provides financial planning services for about 10-20% of his time, and a managing shareholder at Pellegrino & McFarland, PA, spending about 10-20% of his time there.
Employment History
Current Registrations
Hd Money, INC.
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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