DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jesse Philip Pellegrino

Wealthcare Advisory Partners LLCBD affiliatedEaston, Pa IA-onlyIAPD 6287799

Feed of 09/18/2026

At current firm

0 y

since Jul 14, 2026

In the industry

11 y

since Apr 4, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Investment Advisor Representativereportediamadvisoryllc.comfirm site, Sep 15, 2026
Professional profile: iamadvisoryllc.com/member/jesse-pellegrinoreportediamadvisoryllc.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Wealthcare Advisory Partners LLC BD affiliated current
since Jul 14, 2026 · Easton, Pa
Iam Advisory LLC independent RIA current
since Mar 9, 2020 · Easton, Pa
Iam Advisory LLC independent RIA
Mar 9, 2020 to Sep 17, 2026 · Easton, Pa
Osaic Wealth, Inc. BD affiliated
Apr 26, 2016 to Apr 26, 2016 · Easton, Pa
Investment Advisors Asset Management, LLC former
Apr 19, 2016 to Jun 30, 2020 · Easton, Pa
Raymond James Financial Services Advisors, Inc BD affiliated
Apr 17, 2015 to Mar 1, 2016 · Allentown, Pa

Moves

a registration end followed by a registration begin elsewhere

Iam Advisory LLC to Wealthcare Advisory Partners LLC
left Sep 17, 2026, registered Jul 14, 2026 (-65 days) · RIA to affiliated broker-dealer or bank · moved with a team
Investment Advisors Asset Management, LLC to Osaic Wealth, Inc.
left Jun 30, 2020, registered Apr 26, 2016 (-1526 days) · Other · moved with a team
Osaic Wealth, Inc. to Iam Advisory LLC
left Apr 26, 2016, registered Mar 9, 2020 (1413 days) · Other
Raymond James Financial Services Advisors, Inc to Investment Advisors Asset Management, LLC
left Mar 1, 2016, registered Apr 19, 2016 (49 days) · Other

Signals

Jesse Philip Pellegrino left Iam Advisory LLC for Wealthcare Advisory Partners LLC (registered 2026-07-14)
Sep 17, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address