Unclaimed Profile

Thomas Marchozzi

PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.·KING OF PRUSSIA, Pennsylvania

Series 7, Series 66Clean record21 years registeredPINNACLE 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. · 21 years registered

Brand Profile

Not yet started

Career History

PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.

Feb 2011 – present

SIMON CAPITAL MANAGEMENT

Jun 2010 – Feb 2011

ARDMORE, PA

AMERIPRISE FINANCIAL SERVICES, INC.

Jul 2005 – Oct 2009

COON RAPIDS, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · July 21, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.

CRD 155652 · SEC 801-131686

AUM

$122M

Regulatory assets under management

Employees

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. →

Introduction

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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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