Joseph F. Pelusi

GREEN INVESTMENT STRATEGIES

WYNCOTE, PA 19095

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CRD#: 7701601

Professional summary

Joseph Frank Pelusi is a registered financial advisor currently at GREEN INVESTMENT STRATEGIES, INCORPORATED located in Wyncote, Pennsylvania.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Joseph has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Frank Pelusi'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®

None

Experience

Current

March 28, 2023 - Present

GREEN INVESTMENT STRATEGIES, INCORPORATED

Office #1: 145 Greenwood Ave. Suite 400, Wyncote, PA 19095

RIA

CRD#: 325315

WYNCOTE, PA

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

Pennsylvania
(3/28/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/21/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 12/29/2021

Securities Industry Essentials Examination

Current Firm

GREEN INVESTMENT STRATEGIES, INCORPORATED

CRD#: 325315 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (3/28/2023 Approved)

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Contact information

Main Address

145 Greenwood Ave. Suite 400, Wyncote, PA 19095

Mailing Address

Phone number

(215) 933-8482

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 5,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph F. Pelusi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Frank Pelusi's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREEN INVESTMENT STRATEGIES, INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/2022

SIE

Date: 12/29/2021

Current Firm

GREEN INVESTMENT STRATEGIES, INCORPORATED

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREEN INVESTMENT STRATEGIES, INCORPORATED

TRUST BUT VERIFY

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