Mickey
Pinguelo

Newfront Retirement Services, Inc

CRD#2793863
Investment Advisor
in San Francisco, CA

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About this Advisor

Mickey Pinguelo is a financial advisor based in San Francisco, California, working with Newfront Retirement Services, Inc. Mickey has previously held positions at American United Life, Oneamerica, Three Bell Capital LLC, Abd Insurance & Financial Services, Inc, and Newfront Retirement Services, Inc. Mickey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Mickey is part of Newfront Retirement Services, Inc, which operates out of San Francisco, California. The firm has 21 offices and 28 employees. The firm manages assets totaling $366.8 million and offers pension consulting services. The fee structure at Newfront Retirement Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

450 Sansome Street Suite 300
San Francisco, CA 94111

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Newfront Retirement Services, Inc Brokerage Details

Total Assets Under Management

$366,754,875

CA Average: $7,578,581,321
Total Number of Employees

28

CA Average: 43
Total Number of Accounts

42

CA Average: 3,727
Average Account Size

$8,732,259

CA Average: $2,033,427

Investment Advisory Services

  • Pension consulting services

Mickey Pinguelo Work History

2023 - Present (1 year)

Abd Insurance & Financial Services, Inc

2023 - Present (1 year)

Newfront Retirement Services, Inc

2014 - Present (10 years)

American United Life

2021 - 2023 (2 years)

Three Bell Capital LLC

2015 - 2021 (6 years)

Oneamerica

Disclosures

Please visit the SEC profile of Mickey Pinguelo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Newfront Retirement Services, Inc

Ali Ahmadi
San Francisco, CA
Mickey Pinguelo
San Francisco, CA
Khirstine Lumban
Sa Bruno, CA
Edwin Wilson
San Francisco, CA
Sarah Schwartz
San Francisco, CA
Curtis Fugate
Sacramento, CA
Justin Mcadams
San Francisco, CA
Scott Mccloskey
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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