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Gregory Clifford Lewis

PINNACLE PENSION CONSULTANTS LLC·NEEDHAM, Massachusetts
Unclaimed Profile
1492 HIGHLAND AVE., NEEDHAM, MA 02492CRD# 4764292Firm CRD# 133442
01

About

Gregory Clifford Lewis is a registered financial advisor based in NEEDHAM, Massachusetts, affiliated with PINNACLE PENSION CONSULTANTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PINNACLE PENSION CONSULTANTS LLC
PINNACLE PENSION CONSULTANTS LLC
AUM
$1.5B
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PINNACLE PENSION CONSULTANTS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: % OF ASSETS UNDER CONSULTATION
Regulatory
SEC/IARD CRD# 4764292
Firm CRD# 133442
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Clifford Lewis offer?
Gregory Clifford Lewis specializes in Investment Management, Wealth Management. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are Gregory Clifford Lewis's credentials?
Gregory Clifford Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Clifford Lewis located?
Gregory Clifford Lewis is based in NEEDHAM, Massachusetts, working with PINNACLE PENSION CONSULTANTS LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.
How does Gregory Clifford Lewis charge for services?
Gregory Clifford Lewis's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets under consultation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNACLE PENSION CONSULTANTS LLC?
PINNACLE PENSION CONSULTANTS LLC has approximately 3 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEEDHAM
Thomas James Mcfarland — THE DARROW COMPANY, INC.Katrina Lynn Starr-Frederick — HASTINGS EQUITY PARTNERS, LLCScott Everett Wilson — ARMSTRONG ADVISORY GROUP INC.Heydon David Traub — TRAUB CAPITAL MANAGEMENT, LLCPhilip Petteruti — CRESTFIN CAPITAL PARTNERS LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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