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
Shaun Sterling (CRD# 4101229) is an Investment Advisor Representative working at The Pinnacle Financial Group in Melville, NY and has over 12 years of experience in the finance industry.
Elisa Verna-Caspare (CRD# 3223044) is an Investment Advisor Representative working at The Pinnacle Financial Group in Huntington, NY and has over 24 years of experience in the finance industry.
Ronald Wexler (CRD# 2614899) is an Investment Advisor Representative working at The Pinnacle Financial Group in Huntington, NY and has over 28 years of experience in the finance industry.
Theodore Agrillo (CRD# 2288330) is an Investment Advisor Representative working at The Pinnacle Financial Group in Bethpage, NY and has over 30 years of experience in the finance industry.
Michael Aniello (CRD# 2384901) is an Investment Advisor Representative working at The Pinnacle Financial Group in Melville, NY and has over 24 years of experience in the finance industry.
Dawn Bressingham (CRD# 6587884) is an Investment Advisor Representative working at The Pinnacle Financial Group in N Massapequa, NY and has over 7 years of experience in the finance industry.
Paul Carmichael (CRD# 2906086) is an Investment Advisor Representative working at The Pinnacle Financial Group in Melville, NY and has over 26 years of experience in the finance industry.
Joseph Esposito (CRD# 3086217) 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.
Vincent Famulari (CRD# 2704837) is an Investment Advisor Representative working at The Pinnacle Financial Group in 163 Dix Hills Rd, NY and has over 28 years of experience in the finance industry.
George Folias (CRD# 2068590) is an Investment Advisor Representative working at The Pinnacle Financial Group in Rockville Centre, NY and has over 33 years of experience in the finance industry.