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Financial ADVSR advisor directory · SEC adviser records

The Pinnacle Financial Group financial advisors

Every SEC-registered investment adviser representative at The Pinnacle Financial Group, by the state and city of the office they work from.

37 registered advisors work at The Pinnacle Financial Group, in 3 states and 13 cities; the most are in Rockville Centre, NY (18). 7 list the CFP designation and 32 are also registered broker representatives.

Search every The Pinnacle Financial Group advisor by name →Who joined and left The Pinnacle Financial Group →The Pinnacle Financial Group: assets, clients and custodians →

Cities with the most The Pinnacle Financial Group advisors

Rockville Centre, NY 18Melville, NY 5Huntington, NY 3Naples, FL 2163 Dix Hills Rd, NY 1Darien, CT 1East Northport, NY 1Gilgo Beach, NY 1New York, NY 1Shelton, CT 1Smithtown, NY 1The Villages, FL 1Uniondale, NY 1

The Pinnacle Financial Group advisors by state

The Pinnacle Financial Group in New York 32

Rockville Centre 18Melville 5Huntington 3163 Dix Hills Rd 1East Northport 1Gilgo Beach 1New York 1Smithtown 1Uniondale 1

The Pinnacle Financial Group in Florida 3

Naples 2The Villages 1

The Pinnacle Financial Group in Connecticut 2

Darien 1Shelton 1

Questions

How many financial advisors does The Pinnacle Financial Group have?

37 investment adviser representatives are registered with The Pinnacle Financial Group, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 13 cities. 7 list the CFP designation and 32 are also registered as broker representatives.

Where does The Pinnacle Financial Group have the most advisors?

Rockville Centre, NY, with 18 registered advisors, then Melville, NY (5). By state, New York has the most, with 32.

How do I find a The Pinnacle Financial Group financial advisor near me?

Pick your state below, then your city, to see every The Pinnacle Financial Group advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at The Pinnacle Financial Group offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →