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Michael Anthony Pearson Schimek

PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.·KING OF PRUSSIA, Pennsylvania
Series 7, Series 6623 years registeredPINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
630 FREEDOM BUSINESS CENTER, KING OF PRUSSIA, PA 19406CRD# 4622472Firm CRD# 155652

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Anthony Pearson Schimek · KING OF PRUSSIA, PA
Registration
CRD #4622472 · PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC. · 23 years registered
Brand Profile
Not yet started
01

Career History

PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
Feb 2011 – present
SIMON CAPITAL MANAGEMENT
Jun 2010 – Feb 2011
ARDMORE, PA
FINANCIAL NETWORK INVESTMENT CORPORATION
Dec 2008 – Jan 2009
CONSHOHOCKEN, PA
AMERIPRISE FINANCIAL SERVICES, INC.
Jul 2003 – Dec 2008
CONSHOHOCKEN, PA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · July 11, 2003
Years registered · 23
03

Disclosure History

2009Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

04

Firm Overview

Firm
PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
CRD 155652 · SEC 801-131686
AUM
$122M
Regulatory assets under management
Employees
2
728 client accounts
Services offered by PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC. →
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05

Frequently Asked Questions

What services does Michael Anthony Pearson Schimek offer?
Michael Anthony Pearson Schimek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KING OF PRUSSIA, Pennsylvania for a consultation.
What are Michael Anthony Pearson Schimek's credentials?
Michael Anthony Pearson Schimek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Anthony Pearson Schimek located?
Michael Anthony Pearson Schimek is based in KING OF PRUSSIA, Pennsylvania, working with PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.. Their office serves clients in the KING OF PRUSSIA metropolitan area and surrounding communities.
How does Michael Anthony Pearson Schimek charge for services?
Michael Anthony Pearson Schimek'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 STRATEGIC WEALTH MANAGEMENT, LLC.?
PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC. has approximately 2 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Thomas Marchozzi
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