The Pinnacle Financial Group
The Pinnacle Financial Group (CRD# 164395) is a financial advisory firm headquartered in Rockville Centre, NY. They manage $1,203,901,225 in 5,266 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management1,204MILLION
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Total Number of Accounts5,266ACCOUNTS
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Average Account Value$228,618
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, IA, IL, MA, MD, MI, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA
Bennett Berman (CRD# 19627) is an Investment Advisor Representative working at The Pinnacle Financial Group in The Villages, FL and has over 41 years of experience in the finance industry.
Linda Borst (CRD# 1028989) is an Investment Advisor Representative working at The Pinnacle Financial Group in Melville, NY and has over 28 years of experience in the finance industry.
Douglas Coleman (CRD# 1398216) is an Investment Advisor Representative working at The Pinnacle Financial Group in Melville, NY and has over 38 years of experience in the finance industry.
John Hess (CRD# 1843712) is an Investment Advisor Representative working at The Pinnacle Financial Group in Darien, CT and has over 15 years of experience in the finance industry.
Falgun Jariwala (CRD# 5532008) is an Investment Advisor Representative working at The Pinnacle Financial Group in Rockville Centre, NY and has over 15 years of experience in the finance industry.
Paul Kleinberg (CRD# 1055022) is an Investment Advisor Representative working at The Pinnacle Financial Group in Rockville Centre, NY and has over 41 years of experience in the finance industry.
Michael Molitoris (CRD# 4786924) is an Investment Advisor Representative working at The Pinnacle Financial Group in Cary, NC and has over 19 years of experience in the finance industry.
Thomas Musto (CRD# 4507738) is an Investment Advisor Representative working at The Pinnacle Financial Group in Rockville Centre, NY and has over 21 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 25 years of experience in the finance industry.
Robert Skoff (CRD# 1061739) is an Investment Advisor Representative working at The Pinnacle Financial Group in Huntington, NY and has over 35 years of experience in the finance industry.