Unclaimed Profile

Marc Elliot Mingolelli

PINNACLE PENSION CONSULTANTS LLC·SOUTHBOROUGH, Massachusetts

SIE, Series 6, Series 7, Series 63, Series 65Clean record21 years registeredPINNACLE PENSION CONSULTANTS LLC

144 TURNPIKE ROAD, SUITE 110, SOUTHBOROUGH, MA 01772CRD# 3115606Firm CRD# 133442

Profile Verification

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

Identity

Marc Elliot Mingolelli · SOUTHBOROUGH, MA

Registration

CRD #3115606 · PINNACLE PENSION CONSULTANTS LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PINNACLE PENSION CONSULTANTS LLC

PINNACLE PENSION CONSULTANTS LLC

Feb 2005 – Dec 2017

FRAMINGHAM, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 18, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PINNACLE PENSION CONSULTANTS LLC

CRD 133442 · SEC 801-68286

AUM

$1.5B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Marc Elliot Mingolelli offer?

Marc Elliot Mingolelli specializes in Investment Management, Wealth Management.

What are Marc Elliot Mingolelli's credentials?

Marc Elliot Mingolelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc Elliot Mingolelli located?

Marc Elliot Mingolelli is based in SOUTHBOROUGH, Massachusetts, last registered with PINNACLE PENSION CONSULTANTS LLC.

How does Marc Elliot Mingolelli charge for services?

Marc Elliot Mingolelli'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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