Advisor at Pine Valley Investments
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pine Valley Investments
Location
Marlton, NJ 08053
Credentials
Series 63, Series 65
Industry experience
7 years
Thomas Mcelgunn is a financial advisor at Pine Valley Investments with seven years of industry experience. He has held positions at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved with Pine Valley Planning, an insurance-related business activity. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor portfolios and employs both long-term and short-term trading strategies, including derivatives and short sales.
Based on Pine Valley Investments
Based on Pine Valley Investments
$0 - $2,000,000: 1.80% $2,000,001 - $20,000,000: 1.50% $20,000,001 - $100,000,000: 1.20% $100,000,001+: 1.00%
Certain supervised persons are registered representatives of a broker-dealer and receive commissions for selling brokerage products such as variable annuities, 529 plans, and mutual funds.
Account minimum: $500,000
10 E. Stow Rd., Suite 200
Marlton, NJ 08053
New Jersey
Pine Valley Investments
2021 - Present (5 years)
Pine Valley Investments
2021 - Present (5 years)
The Prudential Insurance Company of America
2017 - 2021 (4 years)
Pruco Securities, LLC
2017 - Present (9 years)
Unemployed
2016 - 2017 (1 year)
Full-Time Education
2016 - 2017 (1 year)
Triple A Summer Camp
2016 - 2016 (1 year)
Full-Time Education
2015 - 2016 (1 year)
Triple A Summer Camp
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Philadelphia, PA
Carey Investment Solutions LLC
CFP®, Series 65
Philadelphia, PA
Pocket Project
CFP®, Series 63
Turnersville, NJ
Financial Planning Professionals, Inc.
Series 65
Philadelphia, PA
Global Portfolios, LLC
CFP®, CFA®, Series 65
Moorestown, NJ
Arrington Financial Advisors, LLC
CFP®, ChFC®
Haddonfield, NJ
Financial Compass LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")