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).
-
Total Assets Under Management1,204MILLION
-
Total Number of Accounts5,266ACCOUNTS
-
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
Harold Rivenburgh (CRD# 1157866) is an Investment Advisor Representative working at The Pinnacle Financial Group in East Northport, NY and has over 40 years of experience in the finance industry.
Hillard Saveth (CRD# 3134653) is an Investment Advisor Representative working at The Pinnacle Financial Group in Dix Hills, NY and has over 25 years of experience in the finance industry.
Blake Spencer (CRD# 6899843) is an Investment Advisor Representative working at The Pinnacle Financial Group in Rockville Centre, NY and has over 4 years of experience in the finance industry.
Ryan Thiel (CRD# 6001030) is an Investment Advisor Representative working at The Pinnacle Financial Group in Smithtown, NY and has over 12 years of experience in the finance industry.
James Trudden (CRD# 1758916) is an Investment Advisor Representative working at The Pinnacle Financial Group in Gilgo Beach, NY and has over 36 years of experience in the finance industry.