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Gregory Clifford Lewis

PINNACLE PENSION CONSULTANTS LLC·NEEDHAM, Massachusetts
SIE, Series 7, Series 63, Series 65Clean record18 years registeredPINNACLE PENSION CONSULTANTS LLC
1492 HIGHLAND AVE., NEEDHAM, MA 02492CRD# 4764292Firm CRD# 133442

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Clifford Lewis · NEEDHAM, MA
Registration
CRD #4764292 · PINNACLE PENSION CONSULTANTS LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

PINNACLE PENSION CONSULTANTS LLC
Jan 2008 – present
COMMONWEALTH FINANCIAL NETWORK
Jun 2019 – Mar 2024
Needham, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · January 25, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PINNACLE PENSION CONSULTANTS LLC
CRD 133442 · SEC 801-68286
AUM
$1.5B
Regulatory assets under management
Employees
3
69 client accounts
Services offered by PINNACLE PENSION CONSULTANTS LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Nonprofits & Foundations
View all advisors at PINNACLE PENSION CONSULTANTS LLC →
Introduction

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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 at PINNACLE PENSION CONSULTANTS LLC

Marc Elliot Mingolelli
SOUTHBOROUGH, MA

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