Pinnacle Financial Services, LLC

Pinnacle Financial Services, LLC (CRD# 125425) is a financial advisory firm headquartered in New York, NY. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
260 Madison Avenue, 15th Floor, New York, NY 10016
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Pinnacle Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jay Neider, financial advisor New York NY
Jay Neider
CRD#: 3144992
260 Madison Avenue, 15th Floor, New York, NY 10016

Jay Neider (CRD# 3144992) is an Investment Advisor Representative working at Pinnacle Financial Services, LLC in New York, NY and has over 25 years of experience in the finance industry.

2
Lester Wohl, financial advisor New York NY
Lester M. Wohl
CRD#: 3105329
260 Madison Avenue, 15th Floor, New York, NY 10016

Lester Wohl (CRD# 3105329) is an Investment Advisor Representative working at Pinnacle Financial Services, LLC in New York, NY and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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