John
Pestrichelli
Zega Financial, LLC
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About this Advisor
John Pestrichelli is a financial advisor who works out of Palm Beach Gardens, Florida who has 10 years of industry experience. Pestrichelli is currently employed by Zega Financial, LLC. During their career, Pestrichelli has held roles at Zega Financial, LLC and Alpha Dna Investment Management. Pestrichelli maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida, Louisiana and Texas. Zega Financial, LLC is an advisory business headquartered in Palm Beach Gardens, FL. It has a total of nine financial advisors. It manages $513 million in assets among its 270 client accounts, making it one of the larger firms in the country by assets under management. Of its 270 customer accounts, 55% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm performs a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management are based on the type of financial services provided. Fee types charged by Zega Financial, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Zega Financial, LLC Brokerage Details
$513,397,123
9
270
$1,901,471
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
John Pestrichelli Work History
John has been registered as a financial advisor for 10 years.*
Alpha Dna Investment Management
Zega Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Pestrichelli 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 Zega Financial, LLC
Palm Beach Gardens, FL
Scottsdale, AZ
Omaha, NE
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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