AdvisorOS Directory
Claim Profile
Unclaimed Profile
JF

James F Ferrare

PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC·RED BANK, New Jersey
Series 3Clean record24 years registeredPINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC
47 RECKLESS PLACE, RED BANK, NJ 07701CRD# 1557895Firm CRD# 158332

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James F Ferrare · RED BANK, NJ
Registration
CRD #1557895 · PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

WITHUM WEALTH MANAGEMENT
Sep 2011 – present
PINNACLE ASSOCIATES, LTD.
Jul 2002 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Registration record
First registered · July 23, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC
CRD 158332 · SEC 801-72657
AUM
$1.6B
Regulatory assets under management
Employees
12
1,555 client accounts
Services offered by PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC →
Introduction

Speak with James

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

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

Looking for a financial advisor in RED BANK?

Browse all registered financial advisors in RED BANK, New Jersey or claim this profile if it's yours.

Browse RED BANK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does James F Ferrare offer?
James F Ferrare specializes in Financial Planning, Investment Management. Contact their office in RED BANK, New Jersey for a consultation.
What are James F Ferrare's credentials?
James F Ferrare is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James F Ferrare located?
James F Ferrare is based in RED BANK, New Jersey, working with PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC. Their office serves clients in the RED BANK metropolitan area and surrounding communities.
How does James F Ferrare charge for services?
James F Ferrare'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 ADVISORY GROUP, LLC?
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC has approximately 12 employees and manages $1.6B 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 →

Other Advisors at PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC

Carmine Davino
RED BANK, NJ

More Advisors in RED BANK, New Jersey

Donald Robert Schreiber
HARTSHORNE GROUP, LLC·RED BANK, NJ
CFP
Gary Edward Stroik
HARTSHORNE GROUP, INC.·RED BANK, NJ
Matthew Earl Schreiber
WBI INVESTMENTS, LLC·RED BANK, NJ
Louis Lucky Perrotto
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC·RED BANK, NJ
Robert Confessore
HARTSHORNE GROUP, LLC·RED BANK, NJ
CFP
Deirdre Ann Derosa
ROUNDANGLE ADVISORS LLC·RED BANK, NJ
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)PARAMUS (24)
City Guides
JERSEY CITY GuideSUMMIT GuidePRINCETON GuideNEWARK GuideMORRISTOWN Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile