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Daniel Anthony Cesta

PINNACLE WEALTH MANAGEMENT GROUP, INC.·PLYMOUTH, Michigan
Clean recordPINNACLE WEALTH MANAGEMENT GROUP, INC.
849 PENNIMAN SUITE 201, PLYMOUTH, MI 48170CRD# 2763334Firm CRD# 281935

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Anthony Cesta · PLYMOUTH, MI
Registration
CRD #2763334 · PINNACLE WEALTH MANAGEMENT GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Anthony Cesta is a registered financial advisor based in PLYMOUTH, Michigan, affiliated with PINNACLE WEALTH MANAGEMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PINNACLE WEALTH MANAGEMENT GROUP, INC.
PINNACLE WEALTH MANAGEMENT GROUP, INC.
AUM
$164M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PINNACLE WEALTH MANAGEMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2763334
Firm CRD# 281935
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Anthony Cesta offer?
Daniel Anthony Cesta specializes in Financial Planning, Investment Management. Contact their office in PLYMOUTH, Michigan for a consultation.
What are Daniel Anthony Cesta's credentials?
Daniel Anthony Cesta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Anthony Cesta located?
Daniel Anthony Cesta is based in PLYMOUTH, Michigan, working with PINNACLE WEALTH MANAGEMENT GROUP, INC.. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does Daniel Anthony Cesta charge for services?
Daniel Anthony Cesta'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 GROUP, INC.?
PINNACLE WEALTH MANAGEMENT GROUP, INC. has approximately 4 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PINNACLE WEALTH MANAGEMENT GROUP, INC.

Eddison Charles Millington
PLYMOUTH, MI

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