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Financial ADVSR advisor directory · SEC adviser records

The Pinnacle Financial Group financial advisors in Melville, NY

Every SEC-registered investment adviser representative at a The Pinnacle Financial Group office in Melville, A to Z.

The short answer

5 registered advisors work at The Pinnacle Financial Group in Melville, out of 37 at the firm nationwide; it ranks number 39 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

The Pinnacle Financial Group advisors in Melville, A to Z

Every The Pinnacle Financial Group advisor →

The Pinnacle Financial Group advisors in every city and state →The Pinnacle Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

The Pinnacle Financial Group advisors in other cities

Rockville Centre, NY 18Huntington, 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

Other firms in Melville

All Melville advisors →

Equitable Advisors, LLC 151Merrill Lynch, Pierce, Fenner & Smith Incorporated 138Morgan Stanley 100Wells Fargo Clearing Services, LLC 71Wells Fargo Advisors Financial Network, LLC 57Ameriprise Financial Services, LLC 55LPL Financial LLC 54LPL Enterprise, LLC 45UBS Financial Services Inc. 43Park Avenue Securities LLC 38Osaic Wealth, Inc. 35Eagle Strategies LLC 29

Questions

How many financial advisors does The Pinnacle Financial Group have in Melville?

5 investment adviser representatives are registered at The Pinnacle Financial Group offices in Melville, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 37 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is The Pinnacle Financial Group one of the largest advisor employers in Melville?

The Pinnacle Financial Group ranks number 39 in Melville by registered advisors; Equitable Advisors, LLC has the most, with 151.

How do I check a The Pinnacle Financial Group advisor in Melville?

Each advisor below 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. Advisors are listed at the city of the The Pinnacle Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.