Anthony Pellegrino
GOLDSTONE FINANCIAL GROUP | Founder & CEO of Goldstone Financial Group
Oakbrook Terrace, IL 60181
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CRD#: 6390276
Professional summary
Anthony Pellegrino is a registered financial advisor currently at GOLDSTONE FINANCIAL GROUP, LLC located in Oakbrook Terrace, Illinois.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Anthony has worked at 2 firms and has passed the Series 65 exam.
Biography
Anthony Pellegrino has dedicated his practice not only to helping individuals plan for their financial future, but also remaining by their side as a partner in achieving their desired results. He provides financial strategies targeted at achieving consistent, reliable returns regardless of market fluctuations and uncertainties. He does this by putting your needs first. As a fiduciary, Anthony has a legal responsibility to put your needs ahead of his own and is held to a higher ethical standard than non-fiduciary advisors.
Anthony has helped more than 2,500 clients bridge the paycheck gap during retirement by utilizing accounts with lifetime income features to guarantee earnings and create a paycheck for life. He also offers professional asset management through a diverse portfolio of actively managed accounts and securities.
You may have seen Anthony on Sunday mornings on CBS 2 as the co-host of the television show “Securing Your Financial Future.™” The show previously aired for five years on WLS 890AM radio, where it was ranked one of the most listened to* financial and economic radio talk shows in Chicago.
In his career, Anthony has ranked in the top 1 percent of safe money specialists in the nation and was named one of the top 10 advisors in America in 2013.** He also was named a Five Star Wealth Manager*** in Chicago magazine twice, as voted by his clients and peers. This consumer-based award in the financial services industry is given to wealth managers in the Chicago area who score highest in overall client satisfaction. His growing success led him to share the stage with former President George W. Bush in Washington, D.C. at the Ronald Reagan International Trade Center.
Anthony is honored to be recognized as a financial authority in the Chicagoland area. He holds a Series 65 securities license and is an Investment Advisor Representative (IAR) of Goldstone Financial Group, which is a Registered Investment Adviser (RIA). He also holds an Illinois insurance license.
In his spare time, Anthony enjoys spending time in the Elmhurst community with his wife and three sons. He has a passion for supporting the U.S. military and is an active advocate and sponsor of the USO and Operation Support Our Troops, and he supports many other local charities throughout the Chicagoland area.
*as ranked by Nielsen Audio
**as ranked by Advisors Excel
***The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. The Five Star award does not evaluate quality of services provided to clients and is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Chicago magazine. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success.
Question & Answer
What are your service offerings?
Retirement Planning,
Lifetime Income Planning,
Wealth Mangement,
Investment Planning,
Healthcare Planning,
Tax Planning,
Legacy Planning,
Asset Protection Planning
How do you get paid?
Commission and fee
Are you a "fiduciary"?
Yes
Aliases
None
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) Licensed Insurance Agent offering Life and Fixed Annuity Sales 2) Triad Partners, LLC - FMO, Receives compensation for recruitment and coaching of insurance agents 3) Minority co-owner of Nationwide Investment Solutions, LLC. The entity is a minority shareholder of Registered Investment Adviser Triad Wealth Partners, LLC, located at 730 New Hampshire St. Unit 222 Lawrence, KS and registered in June 2023. Equity holder only, not engaged in business operations.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Pellegrino'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®
NoneExperience
Current
August 4, 2015 - Present
GOLDSTONE FINANCIAL GROUP, LLC
Office #1: 18w140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181Office #2: 725 Cool Springs Suite 600, Franklin, TN 37067RIA
CRD#: 222520
Oakbrook Terrace, IL
Past
August 27, 2014 - December 31, 2015
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
OAKBROOK TERRANCE, 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".
GF
GOLDSTONE FINANCIAL GROUP, LLC
GOLDSTONE FINANCIAL GROUP, LLC
CRD#: 222520 / SEC#: 801-99350
RIA
Registered Investment Advisory firm - (6/5/2015 Approved)Illinois
Registered Investment Advisory firm - (1/20/2016 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.Highlighted states indicate IAR registrations
IAR
Illinois(8/4/2015)
IAR
Tennessee(7/28/2022)
Current Firm
GF
GOLDSTONE FINANCIAL GROUP, LLC
GOLDSTONE FINANCIAL GROUP, LLC
CRD#: 222520 / SEC#: 801-99350
RIA
Registered Investment Advisory firm - (6/5/2015 Approved)Illinois
Registered Investment Advisory firm - (1/20/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
18w140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181
Mailing Address
Phone number
(630) 620-9300
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,083 |
| AUM (Assets Under Management) | $ 917,456,867 |
Red Flags
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Company Information
GOLDSTONE FINANCIAL GROUP, LLC
Founder & CEO of Goldstone Financial GroupCRD#: 222520Oakbrook Terrace, IL 60181TRUST BUT VERIFY
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