Jesus A. Pinedo
SAVVY
Saint Petersburg, FL 33701
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CRD#: 4125249
Professional summary
Jesus Alberto Pinedo, CPWA®, who also goes by Albert Pinedo, is a registered financial advisor currently at SAVVY located in Saint Petersburg, Florida.
Jesus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jesus has worked at 3 firms and has passed the Series 65 exam.
Biography
Albert's passion for finance ignited early in his life, culminating in a degree in Finance and Marketing from The Lubar College of Business at the University of Wisconsin-Milwaukee. He embarked on his financial journey at Bank of New York Clearing, and then gained experience at Corp Banca Private Banking, CitiGold Private Client, StateTrust Wealth Management, and BRS et Fils in LATAM. Having learned from experienced financial professionals, his entrepreneurial spirit blossomed, prompting him to establish his own advisory firm, Marketwise Asset Management, in Florida in 2012, catering to a global clientele.
Albert pursued further growth, earning credentials as a Certified Private Wealth Advisor® professional in 2022. He possesses advanced expertise in Equity Analysis, Portfolio Management, and Financial Planning tailored for individuals and families. Since 2012, he has been licensed as a Series 65 investment advisor representative This diverse skill set paved the way for his current role at Savvy Advisors, Inc.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Albert Pinedo
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jesus Alberto Pinedo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
May 13, 2024 - Present
SAVVY
Office #1: 136 4th St N., Saint Petersburg, FL 33701RIA
CRD#: 318493
Saint Petersburg, FL
Past
November 9, 2012 - August 16, 2024
MARKETWISE ASSET MANAGEMENT
RIA
CRD#: 164747
ST. PETERSBURG, FL
Past
September 24, 2009 - February 23, 2010
NOBLETRADING.COM, INC.
BD
CRD#: 119024
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(5/22/2024)
IAR
Texas(5/13/2024)
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)PREMIUM
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Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
