AdvisorOS Directory
Claim Profile
JE

Joseph Donald Esposito

THE PINNACLE FINANCIAL GROUP·ROCKVILLE CENTRE, New York
Unclaimed Profile
9 SOUTH LONG BEACH ROAD, ROCKVILLE CENTRE, NY 11570CRD# 3086217Firm CRD# 164395
01

About

Joseph Donald Esposito is a registered financial advisor based in ROCKVILLE CENTRE, New York, affiliated with THE PINNACLE FINANCIAL GROUP. 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
03

Firm Overview

Firm
THE PINNACLE FINANCIAL GROUP
THE PINNACLE FINANCIAL GROUP
AUM
$1.2B
Regulatory assets under management
Employees
44
Total firm employees
View all advisors at THE PINNACLE FINANCIAL GROUP →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: FINANCIAL PLANNING
Regulatory
SEC/IARD CRD# 3086217
Firm CRD# 164395
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROCKVILLE CENTRE?

Browse all registered financial advisors in ROCKVILLE CENTRE, New York or claim this profile if it's yours.

Browse ROCKVILLE CENTRE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Joseph Donald Esposito offer?
Joseph Donald Esposito specializes in Financial Planning, Investment Management. Contact their office in ROCKVILLE CENTRE, New York for a consultation.
What are Joseph Donald Esposito's credentials?
Joseph Donald Esposito is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Donald Esposito located?
Joseph Donald Esposito is based in ROCKVILLE CENTRE, New York, working with THE PINNACLE FINANCIAL GROUP. Their office serves clients in the ROCKVILLE CENTRE metropolitan area and surrounding communities.
How does Joseph Donald Esposito charge for services?
Joseph Donald Esposito's firm is compensated through percentage of aum, subscription fees, other: financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PINNACLE FINANCIAL GROUP?
THE PINNACLE FINANCIAL GROUP has approximately 44 employees and manages $1.2B 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 in ROCKVILLE CENTRE
John Joseph Suydam — KALMIA ADVISORS INC.Terrel David Ross — TR CAPITAL MANAGEMENT, LLCMichael Nathan Siegel — TR CAPITAL MANAGEMENT, LLCFrederick William Weiss — MPC CAPITAL ADVISORS, LLCMichael T. Pagano — VEST ASSURED, INC.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile