Unclaimed Profile

Andrew Samuel Perri

PINNACLE WEALTH MANAGEMENT PARTNERS, INC.·BRIGHTON, Michigan

SIE, Series 6, Series 22, Series 62, Series 63, Series 6515 years registeredPINNACLE WEALTH MANAGEMENT PARTNERS, INC.

7600 GRAND RIVER, BRIGHTON, MI 48114CRD# 2801727Firm CRD# 166853

Profile Verification

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

Identity

Andrew Samuel Perri · BRIGHTON, MI

Registration

CRD #2801727 · PINNACLE WEALTH MANAGEMENT PARTNERS, INC. · 15 years registered

Brand Profile

Not yet started

Career History

PINNACLE WEALTH MANAGEMENT, INC.

May 2013 – present

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Oct 2010 – Dec 2016

BRIGHTON, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 22

Series 62

Series 63

Series 65

Registration record

First registered · October 21, 2010

Years registered · 15

Disclosure History

2020Customer Dispute·Settled

2007Employment Separation After Allegations

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PINNACLE WEALTH MANAGEMENT PARTNERS, INC.

CRD 166853 · SEC 801-125967

AUM

$131M

Regulatory assets under management

Employees

933 client accounts

Services offered by PINNACLE WEALTH MANAGEMENT PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PINNACLE WEALTH MANAGEMENT PARTNERS, INC. →

Introduction

Speak with Andrew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Andrew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BRIGHTON?

Browse all registered financial advisors in BRIGHTON, Michigan or claim this profile if it's yours.

Browse BRIGHTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Andrew Samuel Perri offer?

Andrew Samuel Perri specializes in Financial Planning, Investment Management. Contact their office in BRIGHTON, Michigan for a consultation.

What are Andrew Samuel Perri's credentials?

Andrew Samuel Perri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Samuel Perri located?

Andrew Samuel Perri is based in BRIGHTON, Michigan, working with PINNACLE WEALTH MANAGEMENT PARTNERS, INC.. Their office serves clients in the BRIGHTON metropolitan area and surrounding communities.

How does Andrew Samuel Perri charge for services?

Andrew Samuel Perri'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 WEALTH MANAGEMENT PARTNERS, INC.?

PINNACLE WEALTH MANAGEMENT PARTNERS, INC. has approximately 8 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →