Unclaimed Profile

Jeffrey Keith Troll

PINNACLE ADVISORY GROUP, INC.·COLUMBIA, Maryland

Series 7Clean record21 years registeredPINNACLE ADVISORY GROUP, INC.

6345 WOODSIDE COURT SUITE 100, COLUMBIA, MD 21046CRD# 4048035Firm CRD# 107757

Profile Verification

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

Identity

Jeffrey Keith Troll · COLUMBIA, MD

Registration

CRD #4048035 · PINNACLE ADVISORY GROUP, INC. · 21 years registered

Brand Profile

Not yet started

Career History

CW ADVISORS, LLC

Apr 2021 – present

PINNACLE ADVISORY GROUP, INC.

Mar 2005 – May 2021

COLUMBIA, MD

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · March 23, 2005

Years registered · 21

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

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in COLUMBIA?

Browse all registered financial advisors in COLUMBIA, Maryland or claim this profile if it's yours.

Browse COLUMBIA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffrey Keith Troll offer?

Jeffrey Keith Troll specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBIA, Maryland for a consultation.

What are Jeffrey Keith Troll's credentials?

Jeffrey Keith Troll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Keith Troll located?

Jeffrey Keith Troll 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 Jeffrey Keith Troll charge for services?

Jeffrey Keith Troll'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →