Skip to content

Cynthia Pellegrino

Investment adviser representative at Exodus Wealth in Londonderry, NH

Investment adviser and broker registrationsUpdated

Cynthia Pellegrino is an investment adviser representative at Exodus Wealth, LLC, an investment adviser managing $484M, and works from its Londonderry, NH office. Cynthia Pellegrino has been registered through Exodus Wealth since 21 February 2020, has 25 years in the industry across 4 firms and has passed the Series 7, Series 63, Series 24 and Series 65.

25
Years in industry
6
Years at firm
4
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Cynthia Pellegrino has been an investment adviser representative at Exodus Wealth since February 2020, and is not listed among the firm’s executive officers or direct owners.

Exodus Wealth, LLC is a Fort Lauderdale, FL firm with $484M under management, 2,249 clients and 51 advisers across 50 offices, as of its July 2026 filing.

Cynthia Pellegrino opened Symmetry Wealth Management LLC, which offers investment advisory services through Prosperity Wealth Management, Inc. Pellegrino started in financial services in 2000 at Fidelity Investments and later worked at a financial planning firm for over 10 years.

Cynthia Pellegrino’s longest registration is the current one, 6 years at Exodus Wealth since 2020. Before joining Exodus Wealth in 2020, Cynthia Pellegrino was registered through Innovation Partners LLC and United Planners' Financial Services of America A Limited Partner.

  1. – present · 6 years
    Londonderry, NH · Adviser representative · Firm CRD 174328
  2. – · 2 years
    Londonderry, NH · Adviser representative · Firm CRD 174328
  3. Innovation Partners LLC
    – · under a year
    Londonderry, NH · Adviser representative · Firm CRD 146344
  4. United Planners' Financial Services of America A Limited Partner
    – · 1 year
    Londonderry, NH · Adviser representative · Firm CRD 20804
  5. Applied Capital Management, Inc
    – · 1 year
    Londonderry, NH · Adviser representative · Firm CRD 111009

Credentials and registrations

Professional designations

Listed by Exodus Wealth

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Investment adviser representative registrations

Cynthia Pellegrino is registered as an investment adviser representative in New Hampshire, since February 2020.

  • New HampshireSince 21 February 2020

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 651 November 2013
Name
Uniform Investment Adviser Law Examination
Series 242 September 2004
Name
General Securities Principal Examination
Series 6314 December 2000
Name
Uniform Securities Agent State Law Examination
Series 728 November 2000
Name
General Securities Representative Examination

Key facts

CRD
4257163
Firm
Exodus Wealth · CRD 174328
Office
75 Gilcreast Rd, Suite 304, Londonderry, NH 03053
Registration
Investment adviser and broker registrations
In the industry since
August 2001
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Cynthia Pellegrino work?

Cynthia Pellegrino is an investment adviser representative registered through Exodus Wealth, LLC since February 2020, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Cynthia Pellegrino a financial advisor?

Yes. Cynthia Pellegrino has a current investment-adviser registration in New Hampshire, through Exodus Wealth since February 2020.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Cynthia Pellegrino have?

Cynthia Pellegrino has 25 years in the financial industry, since August 2001, across 4 adviser firms.

Source: IAPD individual record, checked 23 October 2026

What exams has Cynthia Pellegrino passed?

Cynthia Pellegrino has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in November 2000. FINRA credited Cynthia Pellegrino with the SIE, which began in October 2018.

Source: IAPD individual record, checked 23 October 2026

Where did Cynthia Pellegrino work before Exodus Wealth?

Before Exodus Wealth, Cynthia Pellegrino was registered through Prosperity Wealth Management, Inc., March 2017 to December 2019; Innovation Partners LLC, February 2017 to March 2017; United Planners' Financial Services of America A Limited Partner, June 2015 to February 2017; Applied Capital Management, Inc, November 2013 to July 2015.

Source: IAPD individual record, checked 23 October 2026

Where is Cynthia Pellegrino based?

Cynthia Pellegrino’s registered office is in Londonderry, NH.

Source: IAPD individual record, checked 23 October 2026

Is Cynthia Pellegrino registered with FINRA?

Yes. Cynthia Pellegrino has a current broker registration, under CRD 4257163.

Source: FINRA BrokerCheck

Is Cynthia Pellegrino a CFP?

Exodus Wealth lists Cynthia Pellegrino with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.

Source: Cynthia Pellegrino, CFP® biography, symmetrywm.com

How can I verify Cynthia Pellegrino’s record?

Search CRD 4257163 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Cynthia Pellegrino’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Exodus Wealth

Sources

  1. IAPD individual record, CRD 4257163, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Exodus Wealth, LLC, filed 8 July 2026. Executive officers and direct owners; this person is not among them.
  3. Exodus Wealth team page. Biography, education, credentials, awards.