Cynthia
Pellegrino
Prosperity Wealth Management, Inc
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About this Advisor
Cynthia Pellegrino is a financial advisor based in Londonderry, New Hampshire, working with Prosperity Wealth Management, Inc. Cynthia has previously held positions at Sagepoint Financial, Inc, Applied Capital Management, Inc, United Planners' Financial Services, Symmetry Wealth Management, Cynthia Pellegrino Insurance Services, Prosperity Wealth Management, Inc, Fortune Financial Services, Inc, and Innovation Partners LLC. Cynthia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Hampshire. Currently, Cynthia is part of Prosperity Wealth Management, Inc, which operates out of Londonderry, New Hampshire. The firm has 46 offices and 50 employees. The firm manages assets totaling $243.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Prosperity Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prosperity Wealth Management, Inc Brokerage Details
$243,370,500
50
1,611
$151,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Cynthia Pellegrino Work History
Prosperity Wealth Management, Inc
Fortune Financial Services, Inc
Symmetry Wealth Management
Cynthia Pellegrino Insurance Services
Innovation Partners LLC
United Planners' Financial Services
Sagepoint Financial, Inc
Applied Capital Management, Inc
Disclosures
Please visit the SEC profile of Cynthia Pellegrino 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 Prosperity Wealth Management, Inc
Souderton, PA
San Ramon, CA
Port Orchard, WA
San Ramon, CA
Shreveport, LA
San Diego, CA
Marietta, GA
San Ramon, CA
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