Falgun Jariwala, financial advisor Rockville Centre NY
93 score

Falgun Jariwala

CRD Number: 5532008
Current Firm: The Pinnacle Financial Group

Falgun Jariwala (CRD# 5532008) is an Investment Advisor Representative working at The Pinnacle Financial Group in Rockville Centre, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
The Pinnacle Financial Group Stamford, CT May 2014 - Current 2
Lpl Financial Llc D/b/a North Star Wealth Investors LLC Darien, CT Jul 2008 - Current 8
Lpl Financial Corporation Danbury, CT May 2008 - Jul 2008 < 1
J. P. Morgan Chase Bank New Canaan, CT Mar 1998 - May 2008 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Falgun Jariwala
Phone Number: 516-763-9700
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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