Unclaimed Profile

Raymond Alfred Birch

PINNACLE WEALTH ADVISORS, INC.·CLACKAMAS, Oregon

Series 6, Series 7, Series 6324 years registeredPINNACLE WEALTH ADVISORS, INC.

9200 SE SUNNYBROOK BLVD. STE 170, CLACKAMAS, OR 97015CRD# 2274411Firm CRD# 117517

Profile Verification

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

Identity

Raymond Alfred Birch · CLACKAMAS, OR

Registration

CRD #2274411 · PINNACLE WEALTH ADVISORS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PINNACLE WEALTH ADVISORS, INC.

PINNACLE WEALTH ADVISORS

Jun 2012 – Aug 2023

CLACKAMAS, OR

BIRCH & JOSSI FINANCIAL ADVISORS

Dec 2001 – Dec 2011

PORTLAND, OR

CHINOOK CAPITAL MANAGEMENT LLC

Dec 2001 – Oct 2002

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · December 19, 2001

Years registered · 24

Disclosure History

2015Regulatory·Final

1996Regulatory·Final

2 disclosure events 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 Raymond Alfred Birch offer?

Raymond Alfred Birch specializes in Financial Planning, Investment Management.

What are Raymond Alfred Birch's credentials?

Raymond Alfred Birch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Raymond Alfred Birch located?

Raymond Alfred Birch is based in CLACKAMAS, Oregon, last registered with PINNACLE WEALTH ADVISORS, INC..

How does Raymond Alfred Birch charge for services?

Raymond Alfred Birch'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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