MP
Michelle L. Pezzulo
BENTLEY FINANCIAL GROUP
Downers Grove, IL 60515
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CRD#: 5720562
MP
Professional summary
Michelle Lynne Pezzulo, CFP®, who also goes by Michelle Lynne Trenhaile, is a registered financial advisor currently at BENTLEY FINANCIAL GROUP located in Downers Grove, Illinois and LPL FINANCIAL LLC located in Downers Grove, Illinois.
Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Michelle has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michelle Lynne Trenhaile
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.
1. 08/30/2017 - BENTLEY FINANCIAL GROUP, INC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ DOWNERS GROVE, IL
2. 08/30/2017 - GRITIS & ASSOCIATES, LTD/ TAX PREP, ACCOUNTING, CPA/ 5%/ DOWNERS GROVE, IL.
3. 10/3/2017 - Bentley Financial Group, Inc. - DBA: (Hybrid) Bentley Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 09/12/2016 - 140 Hours Per Month/120 Hours During Securities Trading - Time Spent 100% - I provide administrative services through (Hybrid) Bentley Financial Group, Inc independent investment advisor firm. I started this business activity on 10/3/2017. I expect to spend approximately 120 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.
4. 6/13/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary - Start Date: 07/24/2018 - 1 Hour Per Month/1 Hour During Securities Trading - Notary for state of Illinois.
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Lynne Pezzulo'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®
CFP®
Start date: 2019
Experience
Current
August 17, 2023 - Present
BENTLEY FINANCIAL GROUP
Office #1: 1385 Warren Ave. Suite A, Downers Grove, IL 60515RIA
CRD#: 172474
Downers Grove, IL
Current
September 5, 2017 - Present
LPL FINANCIAL LLC
Office #1: 1385 Warren Ave Ste A, Downers Grove, IL 60515RIA
BD
CRD#: 6413
DOWNERS GROVE, IL
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".
BF
BENTLEY FINANCIAL GROUP
BENTLEY FINANCIAL GROUP | BENTLEY FINANCIAL GROUP, INC.
CRD#: 172474 / SEC#: 801-120187
RIA
Registered Investment Advisory firm - (1/19/2021 Approved)Arizona
Registered Investment Advisory firm - (5/18/2021 Terminated)Illinois
Registered Investment Advisory firm - (5/18/2021 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Illinois(11/13/2017)
IAR
Illinois(8/17/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BF
BENTLEY FINANCIAL GROUP
BENTLEY FINANCIAL GROUP | BENTLEY FINANCIAL GROUP, INC.
CRD#: 172474 / SEC#: 801-120187
RIA
Registered Investment Advisory firm - (1/19/2021 Approved)Arizona
Registered Investment Advisory firm - (5/18/2021 Terminated)Illinois
Registered Investment Advisory firm - (5/18/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1385 Warren Ave. Suite A, Downers Grove, IL 60515
Mailing Address
Phone number
(630) 541-6363
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 920 |
| AUM (Assets Under Management) | $ 321,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
