Unclaimed Profile

Sean Patrick Dillon

PINNACLE ADVISORY GROUP, INC.·COLUMBIA, Maryland

Series 7, Series 65, Series 66Clean record21 years registeredPINNACLE ADVISORY GROUP, INC.

6345 WOODSIDE COURT SUITE 100, COLUMBIA, MD 21046CRD# 4770643Firm CRD# 107757

Profile Verification

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

Identity

Sean Patrick Dillon · COLUMBIA, MD

Registration

CRD #4770643 · PINNACLE ADVISORY GROUP, INC. · 21 years registered

Brand Profile

Not yet started

Career History

CW ADVISORS, LLC

Apr 2021 – present

PINNACLE ADVISORY GROUP, INC.

Nov 2020 – May 2021

COLUMBIA, MD

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Sep 2004 – Oct 2005

PENNINGTON, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · September 3, 2004

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

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Frequently Asked Questions

What services does Sean Patrick Dillon offer?

Sean Patrick Dillon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBIA, Maryland for a consultation.

What are Sean Patrick Dillon's credentials?

Sean Patrick Dillon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sean Patrick Dillon located?

Sean Patrick Dillon 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 Sean Patrick Dillon charge for services?

Sean Patrick Dillon'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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