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Anthony Joseph Bruns

PINNACLE WEALTH MANAGEMENT, INC.·WEST CHESTER, Ohio
SIE, Series 7, Series 63, Series 66CFPClean record24 years registeredPINNACLE WEALTH MANAGEMENT, INC.
9100 WEST CHESTER TOWNE CENTRE DRIVE, WEST CHESTER, OH 45069CRD# 3197624Firm CRD# 121065

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Joseph Bruns · WEST CHESTER, OH
Registration
CRD #3197624 · PINNACLE WEALTH MANAGEMENT, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

MARINER
Sep 2021 – present
PINNACLE WEALTH MANAGEMENT, INC.
Apr 2002 – Dec 2021
WEST CHESTER, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · April 24, 2002
Years registered · 24
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PINNACLE WEALTH MANAGEMENT, INC.
CRD 121065 · SEC 801-63327
AUM
$503M
Regulatory assets under management
Employees
7
449 client accounts
Services offered by PINNACLE WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at PINNACLE WEALTH MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Anthony Joseph Bruns offer?
Anthony Joseph Bruns specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST CHESTER, Ohio for a consultation.
What are Anthony Joseph Bruns's credentials?
Anthony Joseph Bruns holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Anthony Joseph Bruns located?
Anthony Joseph Bruns is based in WEST CHESTER, Ohio, working with PINNACLE WEALTH MANAGEMENT, INC.. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.
How does Anthony Joseph Bruns charge for services?
Anthony Joseph Bruns's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNACLE WEALTH MANAGEMENT, INC.?
PINNACLE WEALTH MANAGEMENT, INC. has approximately 7 employees and manages $503M 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, INC.

Anna Carol Barton
WEST CHESTER, OH
Jeffrey Scott Sims
WEST CHESTER, OH

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