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Andrew John Pellegrino

Plum Street Advisors, LLC

Pitttsburgh, PA

Newton, MA

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Current Employers
Plum Street Advisors, Llc

New Orleans, LA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-02-07
FL RA APPROVED 2024-02-04
LA RA APPROVED 2024-01-23
CA RA APPROVED 2024-01-11
PA RA APPROVED 2024-01-05
  • MA RA
    APPROVED
    Since 2024-02-07
  • FL RA
    APPROVED
    Since 2024-02-04
  • LA RA
    APPROVED
    Since 2024-01-23
  • CA RA
    APPROVED
    Since 2024-01-11
  • PA RA
    APPROVED
    Since 2024-01-05

Branch Locations

Pitttsburgh, PA • United States

154 Wells Avenue Suite 3, Newton, MA 02459 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Quadrant Pasadena CA 05/2016 09/2022
Amg Distributors, Inc. Stamford CT 06/2016 09/2022
Plum Street Advisors, Llc (Newton Office) Newton MA 12/2023 Present
Independent Business Development Consultant Pitttsburgh PA 09/2022 12/2023
  • 05/2016 → 09/2022
    First Quadrant
    Pasadena, CA
  • 06/2016 → 09/2022
    Amg Distributors, Inc.
    Stamford, CT
  • 12/2023 → Present
    Plum Street Advisors, Llc (Newton Office)
    Newton, MA
  • 09/2022 → 12/2023
    Independent Business Development Consultant
    Pitttsburgh, PA
Other Businesses

NAME OF BUSINESS: Pelcasa Properties LLC (Shell LLC) POSITION IN BUSINESS: MEMBER TITLE: MEMBER START DATE: 12.2014 APPROX.# OF HOURS/MTH DEVOTED TO BUSINESS: 1 # OF HRS DURING SECURITIES TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MANAGE RESIDENTIAL RENTAL PROPERTIES | NAME OF BUSINESS: Arkansas Property LLC POSITION IN BUSINESS: MEMBER TITLE: MEMBER START DATE: 06.2015 APPROX.# OF HOURS/MTH DEVOTED TO BUSINESS: 1 # OF HRS DURING SECURITIES TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MANAGE RESIDENTIAL RENTAL PROPERTIES | NAME OF BUSINESS: Brightwood Property LLC POSITION IN BUSINESS: MEMBER TITLE: MEMBER START DATE: 03.2017 APPROX.# OF HOURS/MTH DEVOTED TO BUSINESS: 1 # OF HRS DURING SECURITIES TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MANAGE RESIDENTIAL RENTAL PROPERTIES | NAME OF BUSINESS: LaSalle Property LLC POSITION IN BUSINESS: MEMBER TITLE: MEMBER START DATE: 2015 APPROX.# OF HOURS/MTH DEVOTED TO BUSINESS: 1 # OF HRS DURING SECURITIES TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MANAGE RESIDENTIAL RENTAL PROPERTIES | NAME OF BUSINESS: Central Square Property POSITION IN BUSINESS: JT OWNER TITLE: OWNER START DATE: 2021 APPROX.# OF HOURS/MTH DEVOTED TO BUSINESS: 1 # OF HRS DURING SECURITIES TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SHORT-TERM RENTAL | NAME OF BUSINESS: SAVVY Labs Inc. POSITION IN BUSINESS: Business Development Consultant/Advisor TITLE: Business Development Consultant/Advisor START DATE: 12/2022 APPROX.# OF HOURS/MTH DEVOTED TO BUSINESS: less than 10 hours # OF HRS DURING SECURITIES TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: Introduce institutional contacts to SAVVY Labs for consideration of its institutional platform for asset managers and investment advisors |

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-04-03
  • S63 Uniform Securities Agent State Law Examination
    2006-04-03
Designations
Other Names
  • Andy Pellegrino

View on SEC IAPD

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