Joseph Plevelich
Investment adviser representative at Pekin Hardy Strauss, Inc.
22 yearsExperience
2 statesRegistered in
CFADesignation
$1.6BFirm 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
22 years in the industry.
- Pekin Hardy Strauss, Inc.Apr 2021 to now
- Boenning & Scattergood, Inc.Jun 2020 to now
- Schneider Capital ManagementJun 2004 to Jun 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (IL, PA).
Pekin Hardy Strauss, Inc.
$1.6BAssets managed
743Clients
8Advisers
36 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
- 6096884
- Firm CRD
- 107310