Products
Data Sets
Integrations
Services
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.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
September 17, 2025 Investor News: Advent Eyes Early '26 Close on $25B+ GPE XI, and more...
September 17, 2025
August Capital Flows Led by Core Real Estate & AI Infrastructure
September 08, 2025
July 2025 – Healthcare Transactions Remain Strong Across Pharmaceuticals, Biotech, MedTech, Services, and Digital Health
August 26, 2025
July 2025 – Earnings Season Highlights AI Acceleration, Financial Stability, and Resilient Consumer Demand
August 21, 2025
July 2025 – Software & Technology Transactions Remain Strong Across AI, Infrastructure, and Cybersecurity
August 18, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy
