Michael Gerard Pento
Investment adviser representative at Pento Portfolio Strategies, LLC
15 yearsExperience
13 statesRegistered in
$237.3MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Pento Portfolio Strategies, LLCSep 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 13 states (AZ, CA, CO, FL, LA, NJ, NV, OH, PA, TX, VA, WA, WI).
Pento Portfolio Strategies, LLC
$237.3MAssets managed
874Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2444402
- Firm CRD
- 159217