Adviser and broker representative · Pinnacle Investments, LLC
Steven Georgopoulos
CRD 2800393 · Boca Raton, FL
At a glance
Steven Georgopoulos is an investment adviser representative with Pinnacle Investments, LLC in Boca Raton, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Steven’s SEC record dates to 2021, about 5 years ago. Steven is also registered as a broker representative.
Current advisory firm
- Pinnacle Investments, LLCSince September 2021Boca Raton, FL · $1.3B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Steven’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Pinnacle Investments, LLC
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- Raymond S. BeckAbington
- Robert S. BeckPhiladelphia · Certified Financial Planner
- John V. BianchiniEast Syracuse
- Michele L. BrissonEast Syracuse
- John BussEast Syracuse
- William F. Callahan IVWest Palm Beach
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