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Thomas Marchozzi

PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.·KING OF PRUSSIA, Pennsylvania
Clean recordPINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
630 FREEDOM BUSINESS CENTER, KING OF PRUSSIA, PA 19406CRD# 4933227Firm CRD# 155652

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Marchozzi · KING OF PRUSSIA, PA
Registration
CRD #4933227 · PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Marchozzi is a registered financial advisor based in KING OF PRUSSIA, Pennsylvania, affiliated with PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
AUM
$122M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4933227
Firm CRD# 155652
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Marchozzi offer?
Thomas Marchozzi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KING OF PRUSSIA, Pennsylvania for a consultation.
What are Thomas Marchozzi's credentials?
Thomas Marchozzi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Marchozzi located?
Thomas Marchozzi 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 Thomas Marchozzi charge for services?
Thomas Marchozzi'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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Michael Anthony Pearson Schimek
KING OF PRUSSIA, PA

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