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Thomas McElgunn

Pine Valley Investments

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About Thomas McElgunn

Thomas McElgunn is a registered investment advisor representative with Pine Valley Investments. Thomas has been in the industry since 2017 and holds Series 6, 7, 63, and 65 licenses. Thomas has experience working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Thomas is also experienced in providing financial planning, pension consulting, and selection of other advisors.

Firm Information

Thomas McElgunn is currently registered with Pine Valley Investments. Pine Valley Investments is an investment advisor based in Marlton, NJ. The firm manages $1.74 billion in assets for a range of clients, including high-net-worth individuals, charitable organizations, pension plans, and pooled investment vehicles. The firm specializes in providing financial planning, portfolio management, and selection of other advisors. Pine Valley Investments is registered with the SEC.
Pine Valley Investments

10 E. STOW RD.

MARLTON, NJ 08053

$1.74B

Assets Under Management

20

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas McElgunn’s Registration & Firm History

NJ

01/31/2022 - Present

Pine Valley Investments (MARLTON NJ)

NJ

07/27/2017 - 05/06/2021

PRUCO SECURITIES, LLC. (Marlton NJ)

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Licenses & Designations

IA

Issued 02/19/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/17/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/24/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas McElgunn.
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