Unclaimed Profile

Miriam Sisk Baird

PINNACLE WEALTH ADVISORS·NASHVILLE, Tennessee

SIE, Series 6, Series 7, Series 52, Series 63Clean record22 years registeredPINNACLE WEALTH ADVISORS

150 THIRD AVENUE SOUTH, NASHVILLE, TN 37201CRD# 1382111Firm CRD# 132634

Profile Verification

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

Identity

Miriam Sisk Baird · NASHVILLE, TN

Registration

CRD #1382111 · PINNACLE WEALTH ADVISORS · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PINNACLE WEALTH ADVISORS

PINNACLE INVESTMENT ADVISORY

Mar 2015 – Sep 2017

NASHVILLE, TN

PINNACLE INVESTMENT ADVISORY

Jan 2010 – Dec 2014

NASHVILLE, TN

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Jan 2017

NASHVILLE, TN

RAYMOND JAMES FINANCIAL SERVICES

Aug 2006 – Jan 2009

NASHVILLE, TN

UBS FINANCIAL SERVICES INC.

Jan 2004 – Nov 2005

NASHVILLE, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 52

Series 63

Registration record

First registered · January 13, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PINNACLE WEALTH ADVISORS

CRD 132634 · SEC 801-67352

AUM

$817M

Regulatory assets under management

Employees

264 client accounts

Services offered by PINNACLE WEALTH ADVISORS

Per Form ADV

Financial planning

Portfolio management (individuals)

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 →

Introduction

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Frequently Asked Questions

What services does Miriam Sisk Baird offer?

Miriam Sisk Baird specializes in Financial Planning, Investment Management.

What are Miriam Sisk Baird's credentials?

Miriam Sisk Baird is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Miriam Sisk Baird located?

Miriam Sisk Baird is based in NASHVILLE, Tennessee, last registered with PINNACLE WEALTH ADVISORS.

How does Miriam Sisk Baird charge for services?

Miriam Sisk Baird'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?

PINNACLE WEALTH ADVISORS has approximately 6 employees and manages $817M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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