Adviser and broker representative · The Pinnacle Financial Group
Vincent J. Famulari
CRD 2704837 · 163 Dix Hills Rd, NY
At a glance
Vincent J. Famulari is an investment adviser representative with The Pinnacle Financial Group in 163 Dix Hills Rd, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Vincent’s SEC record dates to 2021, about 5 years ago. Vincent is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- The Pinnacle Financial GroupSince August 2021163 Dix Hills Rd, NY · $1.4B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Vincent’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
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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.