Louis Pelliccioni, Brice L. Pelliccioni and Amanda Pelliccioni, who jointly managed $200 million at Wells Fargo Advisors, have gone independent as Trilith Wealth Management and affiliated with LPL Financial.
They will use the firm’s broker-dealer and corporate RIA platforms, the latter through Independent Network of Consultants & Advisors (INC Advisors).
Trilith maintains offices in Morgantown, West Virginia, and Naples, Florida.
Lou Pelliccioni founded the business in 1985 and had been at Wells Fargo since 2003. His son Brice, who is working on a master’s degree in taxation, and his daughter-in-law Amanda joined the practice within the last few years after careers in the medical field.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
