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
Craig Hassel (CRD# 2694730) is an Investment Advisor Representative working at The Pinnacle Financial Group in Rockville Centre, NY and has over 23 years of experience in the finance industry.
Andrew Hoffman (CRD# 1346548) is an Investment Advisor Representative working at The Pinnacle Financial Group in New York, NY and has over 31 years of experience in the finance industry.
Nicholas Iocco (CRD# 723060) is an Investment Advisor Representative working at The Pinnacle Financial Group in Rockville Centre, NY and has over 23 years of experience in the finance industry.
Gregory Kennedy (CRD# 2139322) is an Investment Advisor Representative working at The Pinnacle Financial Group in Huntington, NY and has over 31 years of experience in the finance industry.
Richard Lahn (CRD# 5302990) is an Investment Advisor Representative working at The Pinnacle Financial Group in Rockville Centre, NY and has over 16 years of experience in the finance industry.
Gary Leventhal (CRD# 3099256) is an Investment Advisor Representative working at The Pinnacle Financial Group in East Hills, NY and has over 25 years of experience in the finance industry.
Leonard Marzigliano (CRD# 4746071) is an Investment Advisor Representative working at The Pinnacle Financial Group in Rockville Centre, NY and has over 20 years of experience in the finance industry.
Jason McKenna (CRD# 2785378) is an Investment Advisor Representative working at The Pinnacle Financial Group in Uniondale, NY and has over 27 years of experience in the finance industry.
Mario Molino (CRD# 4840081) is an Investment Advisor Representative working at The Pinnacle Financial Group in Melville, NY and has over 18 years of experience in the finance industry.
John Raschella (CRD# 1298159) is an Investment Advisor Representative working at The Pinnacle Financial Group in Rockville Centre, NY and has over 20 years of experience in the finance industry.