Marcello
Pesce

Wheelhouse Advisory Group, LLC

CRD#6767239
Investment Advisor
in Saint Louis, MO

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About this Advisor

Marcello Pesce is a financial advisor based in Saint Louis, Missouri, working with Wheelhouse Advisory Group, LLC. Marcello has previously held positions at Il Fornaio D'Italia, Northwestern Mutual Investment Services, LLC, Viva Brasil Association, Merrill Lynch, Pierce, Fenner & Smith Inc, Merrill Lynch / Bank Of America Corporation, Citigroup, Jp Morgan Chase Bank, N.A, Jp Morgan Securities, LLC, Citigroup Global Markets Inc, Northwestern Mutual, and Wheelhouse Advisory Group LLC. Marcello has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Missouri. Currently, Marcello is part of Wheelhouse Advisory Group, LLC, which operates out of Saint Louis, Missouri. The firm has 2 offices and 19 employees. The firm manages assets totaling $180.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Wheelhouse Advisory Group, LLC includes asset-based, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Commissions, Others

Office Location

12250 Weber Hill Road Suite 305
Saint Louis, MO 63127

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Wheelhouse Advisory Group, LLC Brokerage Details

Total Assets Under Management

$180,924,060

MO Average: $11,469,110,461
Total Number of Employees

19

MO Average: 458
Total Number of Accounts

1,601

MO Average: 33,415
Average Account Size

$113,007

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Marcello Pesce Work History

2024 - Present (0 year)

Wheelhouse Advisory Group LLC

2023 - Present (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - 2023 (1 year)

Jp Morgan Chase Bank, N.A

2022 - 2023 (1 year)

Jp Morgan Securities, LLC

2021 - 2022 (1 year)

Citigroup

2021 - 2022 (1 year)

Citigroup Global Markets Inc

2019 - 2021 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2021 (2 years)

Merrill Lynch / Bank Of America Corporation

2017 - 2019 (2 years)

Northwestern Mutual Investment Services, LLC

2017 - 2019 (2 years)

Viva Brasil Assocation

2017 - 2019 (2 years)

Northwestern Mutual

2006 - 2016 (10 years)

Il Fornaio D'Italia

Disclosures

Please visit the SEC profile of Marcello Pesce 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 Wheelhouse Advisory Group, LLC

Rishi Ghosh
Saint Louis, MO
Lauren Ferraro
Saint Louis, MO
Anthony Striker
Saint Louis, MO
Andrew Briesacher
Saint Louis, MO
Marcello Pesce
Saint Louis, MO
Garrett Bohler
Saint Louis, MO
Stacey Cheek
Saint Louis, MO

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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