Managing Member · Pinnacle Portfolio Advisors
Bert W. Ellis
CRD 5600303 · 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 Bert W. Ellis on its Form ADV as Managing Member, a control person.
Firms and roles
- Pinnacle Portfolio AdvisorsManaging MemberWealth manager · United States · $172M in regulatory assets
AtlasMembers
Bert’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Amanda M. RasberryChief Compliance Officer, 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 Bert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.