John
Pestrichelli

Zega Financial, LLC

CRD#4008186
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

John Pestrichelli is a financial advisor based in Palm Beach Gardens, Florida, working with Zega Financial, LLC. John has previously held positions at Zega Financial, LLC and Alpha Dna Investment Management. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Louisiana, and Texas. Currently, John is part of Zega Financial, LLC, which operates out of Palm Beach Gardens, Florida. The firm has 5 offices and 16 employees. The firm manages assets totaling $2.6 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Zega Financial, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

3801 Pga Boulevard Suite 600
Palm Beach Gardens, FL 33410

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Zega Financial, LLC Brokerage Details

Total Assets Under Management

$2,609,823,082

FL Average: $1,855,561,029
Total Number of Employees

16

FL Average: 62
Total Number of Accounts

1,781

FL Average: 2,474
Average Account Size

$1,465,370

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

John Pestrichelli Work History

2017 - Present (7 years)

Alpha Dna Investment Management

2011 - Present (13 years)

Zega Financial, LLC

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

Quinn Berry
Palm Beach Gardens, FL
Michael Puck
Palm Beach Gardens, FL
Derek Moore
Scottsdale, AZ
Michael Brokaw
Omaha, NE
John Pestrichelli
Palm Beach Gardens, FL
Jeffery Paiz
Palm Beach Gardens, FL
Brett Johnson
Palm Beach Gardens, FL
Kenneth Luckinbill
Dexter, IA

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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