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Richard Donald Vollaro

PINNACLE ADVISORY GROUP, INC.·COLUMBIA, Maryland
Unclaimed Profile
6345 WOODSIDE COURT SUITE 100, COLUMBIA, MD 21046CRD# 4004065Firm CRD# 107757
01

About

Richard Donald Vollaro is a registered financial advisor based in COLUMBIA, Maryland, affiliated with PINNACLE ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PINNACLE ADVISORY GROUP, INC.
PINNACLE ADVISORY GROUP, INC.
AUM
$2.3B
Regulatory assets under management
Employees
45
Total firm employees
View all advisors at PINNACLE ADVISORY GROUP, INC. →
Services
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4004065
Firm CRD# 107757
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Donald Vollaro offer?
Richard Donald Vollaro specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBIA, Maryland for a consultation.
What are Richard Donald Vollaro's credentials?
Richard Donald Vollaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Donald Vollaro located?
Richard Donald Vollaro 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 Richard Donald Vollaro charge for services?
Richard Donald Vollaro'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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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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