Gary Leventhal (CRD# 3099256) is an Investment Advisor Representative working at The Pinnacle Financial Group in East Hills, NY and has over 25 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Pinnacle Group | Rockville Centre, NY | Jul 2013 - Current | 10 |
| Lpl Financial LLC | Rockville Centre, NY | Jun 2013 - Current | 10 |
| Roslyn Rescue | Roslyn, NY | Jul 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management1,204MILLIONS
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Total Number of Accounts5,266ACCOUNTS
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Average Account Value$228,618
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