Andrew John Pellegrino
Investment adviser representative at Plum Street Advisors, LLC
10 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$462.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Plum Street Advisors, LLCJan 2024 to now
- Plum Street Advisors, LLC (newton Office)Dec 2023 to now
- Independent Business Development ConsultantSep 2022 to Dec 2023
- Amg Distributors, Inc.Jun 2016 to Sep 2022
- First QuadrantMay 2016 to Sep 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, LA, MA, PA).
Plum Street Advisors, LLC
$462.8MAssets managed
183Clients
6Advisers
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
- 5005368
- Firm CRD
- 283917