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Manager · NCU Investment Solutions

David Pellegrino

CRD 8067476 · Named on Form ADV at one SEC-registered adviser

At a glance

NCU Investment Solutions, an SEC-registered wealth manager based in Smithfiled, RI with $108 million in regulatory assets, lists David Pellegrino on its Form ADV as Manager, a control person.

Firms and roles

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David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.