Unclaimed Profile

David Brad Kauffman

PINNACLE ADVISORY GROUP, INC.·COLUMBIA, Maryland

Series 7, Series 22, Series 31, Series 63, Series 66Clean record26 years registeredPINNACLE ADVISORY GROUP, INC.

6345 WOODSIDE COURT SUITE 100, COLUMBIA, MD 21046CRD# 2188590Firm CRD# 107757

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Brad Kauffman · COLUMBIA, MD

Registration

CRD #2188590 · PINNACLE ADVISORY GROUP, INC. · 26 years registered

Brand Profile

Not yet started

Career History

CW ADVISORS, LLC

Apr 2021 – present

PINNACLE ADVISORY GROUP, INC.

Feb 2007 – May 2021

COLUMBIA, MD

FERRIS, BAKER WATTS INCORPORATED

Jun 2003 – Jan 2007

ROCKVILLE, MD

MORGAN STANLEY

Nov 2002 – Jun 2003

WASHINGTON, DC

CAPITAL INVESTMENT ADVISORS

Jan 2000 – Jun 2003

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

Series 7

Series 22

Series 31

Series 63

Series 66

Registration record

First registered · January 2, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PINNACLE ADVISORY GROUP, INC.

CRD 107757 · SEC 801-43156

AUM

$2.3B

Regulatory assets under management

Employees

5,742 client accounts

Services offered by PINNACLE ADVISORY GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PINNACLE ADVISORY GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does David Brad Kauffman offer?

David Brad Kauffman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBIA, Maryland for a consultation.

What are David Brad Kauffman's credentials?

David Brad Kauffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Brad Kauffman located?

David Brad Kauffman is based in COLUMBIA, Maryland, working with PINNACLE ADVISORY GROUP, INC.. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does David Brad Kauffman charge for services?

David Brad Kauffman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINNACLE ADVISORY GROUP, INC.?

PINNACLE ADVISORY GROUP, INC. has approximately 45 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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