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).

By the Numbers
  • Total Assets Under Management
    314
    MILLION
  • Total Number of Accounts
    1,463
    ACCOUNTS
  • Average Account Value
    $214,630
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
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.

CA, CO, CT, FL, MA, NH, NJ, NY, TX

Financial Advisors at The Pinnacle Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Falgun Jariwala
CRD#: 5532008
9 South Long Beach Road, Rockville Centre, NY 11570
93
Wealthminder
score

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.

2
Gregg S. Schriro
CRD#: 3140626
9 South Long Beach Road, Rockville Centre, NY 11570
93
Wealthminder
score

Gregg Schriro (CRD# 3140626) is an Investment Advisor Representative working at The Pinnacle Financial Group in Rockville Centre, NY and has over 17 years of experience in the finance industry.

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