Ryan
Pellegrino

Lincoln Financial Securities Corporation

CRD#5196023
Investment Advisor
in Parsippany, NJ

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About this Advisor

Ryan Pellegrino is an advisor who lives in Parsippany, New Jersey. Currently a registered investment advisor with Lincoln Financial Securities Corporation, they have gathered 10 years of practice in the financial advisory industry. Pellegrino has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Pellegrino is registered to operate based out of New Jersey. The advisor has gained experience at Fidelity Investments and Lincoln Financial Securities Corporation. Lincoln Financial Securities Corporation is headquartered in Parsippany, New Jersey, and operates out of 293 additional brick-and-mortar locations across the nation. As a company, Lincoln Financial Securities Corporation oversees $3 billion in assets covering 15,310 accounts and employs more than 943 people. The amount of assets the firm manages places it among the biggest firms in the nation. The firm manages 1,793 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the firm's 15,310 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Lincoln Financial Securities Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

14 Walsh Drive Suite 201
Parsippany, NJ 07054

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Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$3,356,579,045

NJ Average: $1,347,246,178
Total Number of Employees

943

NJ Average: 46
Total Number of Accounts

15,310

NJ Average: 1,775
Average Account Size

$219,241

NJ Average: $759,012

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Ryan Pellegrino Work History

Ryan has 10 years of experience.

2016 - Present (6 years)

Lincoln Financial Securities Corporation

2010 - 2016 (6 years)

Fidelity Investments

Disclosures

Ryan Pellegrino has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lincoln Financial Securities Corporation

Lucas Burton
Olean, NY
Stephen Javaras
Leominster, MA
Ryan Pellegrino
Parsippany, NJ
Scott Irwin
Bossier City, LA
Todd Kitchin
Wilmington, DE
Nicholas Fournaris
Canton, GA
Kaelene Wong
Kaneohe, HI
Thomas Dittmeier
Waterford, CT

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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