Pinnacle Pension Consultants LLC

Pinnacle Pension Consultants LLC (CRD# 133442) is a financial advisory firm headquartered in Needham, MA. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
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.

MA, ME, NH

Financial Advisors at Pinnacle Pension Consultants LLC
Showing 1 - 6 of 6 top financial advisors.
1
Kenneth J. Masters
CRD#: 4253791
144 Turnpike Road, Suite 110, Southborough, MA 01772
96
Wealthminder
score

Kenneth Masters (CRD# 4253791) is an Investment Advisor Representative working at Pinnacle Pension Consultants LLC in Southborough, MA and has over 17 years of experience in the finance industry.

2
Christopher A. Garrison
CRD#: 1548963
1492 Highland Avenue, Suite 9, Needham, MA 02492
93
Wealthminder
score

Christopher Garrison (CRD# 1548963) is an Investment Advisor Representative working at Pinnacle Pension Consultants LLC in Needham, MA and has over 7 years of experience in the finance industry.

3
Gregory C. Lewis
CRD#: 4764292
1492 Highland Ave., Suite 9, Needham, MA 02492
93
Wealthminder
score

Gregory Lewis (CRD# 4764292) is an Investment Advisor Representative working at Pinnacle Pension Consultants LLC in Needham, MA and has over 12 years of experience in the finance industry.

4
Marc E. Mingolelli
CRD#: 3115606
1101 Worcester Road, Framingham, MA 01701
93
Wealthminder
score

Marc Mingolelli (CRD# 3115606) is an Investment Advisor Representative working at Pinnacle Pension Consultants LLC in Framingham, MA and has over 19 years of experience in the finance industry.

5
Lee N. Schmertzler
CRD#: 3064096
1492 Highland Avenue, Suite 9, Needham, MA 02492
93
Wealthminder
score

Lee Schmertzler (CRD# 3064096) is an Investment Advisor Representative working at Pinnacle Pension Consultants LLC in Needham, MA and has over 19 years of experience in the finance industry.

6
Ronald A. York
CRD#: 2091802
1101 Worcester Road, Framingham, MA 01701
93
Wealthminder
score

Ronald York (CRD# 2091802) is an Investment Advisor Representative working at Pinnacle Pension Consultants LLC in Framingham, MA and has over 27 years of experience in the finance industry.

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