The Pinnacle Financial Group
The Pinnacle Financial Group (CRD# 164395) is a financial advisory firm headquartered in Rockville Centre, NY. They manage $314,003,042 in 1,463 accounts and serve the financial needs of clients across 9 states (or territories).
Total Assets Under Management314MILLION
Total Number of Accounts1,463ACCOUNTS
Average Account Value$214,630
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, MA, NH, NJ, NY, TX
Falgun Jariwala (CRD# 5532008) is an Investment Advisor Representative working at The Pinnacle Financial Group in Rockville Centre, NY and has over 9 years of experience in the finance industry.
Gregg Schriro (CRD# 3140626) is an Investment Advisor Representative working at The Pinnacle Financial Group in Rockville Centre, NY and has over 18 years of experience in the finance industry.