Unclaimed Profile

Randy Earl Gay

PINNACLE WEALTH ADVISORS, INC.·CLACKAMAS, Oregon

Series 7, Series 6617 years registeredPINNACLE WEALTH ADVISORS, INC.

9200 SE SUNNYBROOK BOULEVARD, CLACKAMAS, OR 97015CRD# 5642216Firm CRD# 117517

Profile Verification

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

Identity

Randy Earl Gay · CLACKAMAS, OR

Registration

CRD #5642216 · PINNACLE WEALTH ADVISORS, INC. · 17 years registered

Brand Profile

Not yet started

Career History

PINNACLE WEALTH ADVISORS

Feb 2016 – present

SECURITY FIRST ADVISORS

Jan 2024 – Apr 2025

PORTLAND, OR

NW TAX & WEALTH ADVISORY GROUP, INC.

Sep 2014 – Feb 2016

CLACKAMAS, OR

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Nov 2010 – Sep 2014

PORTLAND, OR

AXA ADVISORS, LLC

Jun 2009 – Nov 2010

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · June 15, 2009

Years registered · 17

Disclosure History

2021Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

PINNACLE WEALTH ADVISORS, INC.

CRD 117517 · SEC 801-116763

AUM

$202M

Regulatory assets under management

Employees

464 client accounts

Services offered by PINNACLE WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PINNACLE WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Randy Earl Gay offer?

Randy Earl Gay specializes in Financial Planning, Investment Management. Contact their office in CLACKAMAS, Oregon for a consultation.

What are Randy Earl Gay's credentials?

Randy Earl Gay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Randy Earl Gay located?

Randy Earl Gay is based in CLACKAMAS, Oregon, working with PINNACLE WEALTH ADVISORS, INC.. Their office serves clients in the CLACKAMAS metropolitan area and surrounding communities.

How does Randy Earl Gay charge for services?

Randy Earl Gay'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 ADVISORS, INC.?

PINNACLE WEALTH ADVISORS, INC. has approximately 7 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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