Mercedes M. Petrellis
Professional summary
Mercedes Mccullough Petrellis, who also goes by Mercedes Marie Mccullough, Mercedes Mccullough, is a registered financial advisor currently at COMPREHENSIVE INVESTMENT MANAGEMENT, LLC located in North Wales, Pennsylvania.
Mercedes is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Mercedes has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mercedes Mccullough Petrellis's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 31, 2022 - Present
COMPREHENSIVE INVESTMENT MANAGEMENT, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/31/2022)
Current Firm
COMPREHENSIVE INVESTMENT MANAGEMENT, LLC
CRD#: 133272 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 39 |
| AUM (Assets Under Management) | $ 43,783,110 |
Red Flags
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