Pinnacle Advisory Group, Inc.

Pinnacle Advisory Group, Inc. (CRD# 107757) is a financial advisory firm headquartered in Columbia, MD. They manage $2,135,909,312 in 5,840 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,136
    MILLION
  • Total Number of Accounts
    5,840
    ACCOUNTS
  • Average Account Value
    $365,738
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA, VT, WA

Financial Advisors at Pinnacle Advisory Group, Inc.
Showing 1 - 10 of 24 top financial advisors.
1
Carrie E. Beren
CRD#: 5503753
6345 Woodside Court Suite 100, Columbia, MD 21046

Carrie Beren (CRD# 5503753) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Columbia, MD and has over 12 years of experience in the finance industry. Carrie Beren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
May H. Cheung
CRD#: 2308828
7355 Sw 87th Ave, Ste 300, Miami, FL 33173

May Cheung (CRD# 2308828) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Miami, FL and has over 20 years of experience in the finance industry. May Cheung has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Paul J. Durbin
CRD#: 1640950
6345 Woodside Court Suite 100, Columbia, MD 21046

Paul Durbin (CRD# 1640950) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Columbia, MD and has over 21 years of experience in the finance industry.

4
Mindy E. Gasthalter
CRD#: 1446745
6345 Woodside Ct., Suite 100, Columbia, MD 21046

Mindy Gasthalter (CRD# 1446745) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Columbia, MD and has over 34 years of experience in the finance industry. Mindy Gasthalter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Michael K. Green
CRD#: 6120487
6345 Woodside Court Suite 100, Columbia, MD 21046

Michael Green (CRD# 6120487) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Columbia, MD and has 1 year of experience in the finance industry. Michael Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Michael Hamolia
CRD#: 6120458
6345 Woodside Court Suite 100, Columbia, MD 21046

Michael Hamolia (CRD# 6120458) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Columbia, MD and has 1 year of experience in the finance industry. Michael Hamolia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
John R. Hill
CRD#: 1356066
6345 Woodside Ct., Columbia, MD 21046

John Hill (CRD# 1356066) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Columbia, MD and has over 35 years of experience in the finance industry. John Hill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
David B. Kauffman
CRD#: 2188590
6345 Woodside Court Suite 100, Columbia, MD 21046

David Kauffman (CRD# 2188590) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Columbia, MD and has over 28 years of experience in the finance industry. David Kauffman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Debra C. Kriebel
CRD#: 4603432
6345 Woodside Ct., Colimbia, MD 21046

Debra Kriebel (CRD# 4603432) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Colimbia, MD and has 1 year of experience in the finance industry. Debra Kriebel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Maryann Lambert
CRD#: 1464468
6345 Woodside Court, Ste.100-, Columbia, MD 21046

Maryann Lambert (CRD# 1464468) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Columbia, MD and has over 34 years of experience in the finance industry.

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