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Partner · Pinnacle Investment Advisors

Dorothy L. Roberts

CRD 6955119 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Pinnacle Investment Advisors, an SEC-registered wealth manager based in Tulsa, OK with $508 million in regulatory assets, lists Dorothy L. Roberts on its Form ADV as Partner. The SEC filings also name Dorothy at 1 other registered adviser.

Firms and roles

AtlasMembers

Dorothy’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 each firm
2 firmsLocked
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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

6 more people named with Dorothy on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dorothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.