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Financial ADVSR advisor directory · SEC adviser records

The Pinnacle Financial Group financial advisors in Rockville Centre, NY

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

The short answer

18 registered advisors work at The Pinnacle Financial Group in Rockville Centre, out of 37 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 16 are also registered broker representatives.

The Pinnacle Financial Group advisors in Rockville Centre, 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

Melville, 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

Other firms in Rockville Centre

All Rockville Centre advisors →

J.P. Morgan Securities LLC 10Strategic Advisers LLC 4Citigroup Global Markets Inc. 3Osaic Wealth, Inc. 3

Questions

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

18 investment adviser representatives are registered at The Pinnacle Financial Group offices in Rockville Centre, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 37 nationwide. 2 list the CFP designation and 16 are also registered as broker representatives.

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

The Pinnacle Financial Group ranks number 1 in Rockville Centre by registered advisors, ahead of J.P. Morgan Securities LLC (10).

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

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.