Chief Compliance Officer · Pinnacle Portfolio Advisors
Amanda M. Rasberry
CRD 7009058 · Named on Form ADV at one SEC-registered adviser
At a glance
Pinnacle Portfolio Advisors, an SEC-registered wealth manager with $172 million in regulatory assets, lists Amanda M. Rasberry on its Form ADV as Chief Compliance Officer.
Firms and roles
- Pinnacle Portfolio AdvisorsChief Compliance OfficerWealth manager · United States · $172M in regulatory assets
AtlasMembers
Amanda’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Bert W. EllisManaging Member, Pinnacle Portfolio Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Amanda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.