FUNDRAISING NEWS | February 23, 2024
Pettinelli Financial Partners, a large financial advisor team based in Redwood City, California, has moved from Osaic Wealth to Stratos Wealth Partners. The team, led by founder Dennis Pettinelli and President Jon Pettinelli, consists of 22 members and manages $700 million in client assets.
Dennis Pettinelli, with a 51-year career in the financial services industry, started at John Hancock and continued through various acquisitions to Osaic's predecessor. Jon Pettinelli has been with the firm since 2005 and took over as president when he purchased the firm from his father in January 2019.
The transition to Stratos was driven by the firm's hybrid structure offering multiple custodians, the promise of enhanced operational efficiency, and the potential for further growth. Stratos also provides advisor support and portfolio management solutions to enhance client relationships.
John Washington is the Data Research Analyst at Dakota.
