Unclaimed Profile

Ralph Hamilton Lehman

PINNACLE ADVISORY SERVICES INC.·NASHVILLE, Tennessee

Series 7, Series 66Clean record15 years registeredPINNACLE ADVISORY SERVICES INC.

150 THIRD AVENUE SOUTH, NASHVILLE, TN 37201CRD# 5798917Firm CRD# 132634

Profile Verification

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

Identity

Ralph Hamilton Lehman · NASHVILLE, TN

Registration

CRD #5798917 · PINNACLE ADVISORY SERVICES INC. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PINNACLE ADVISORY SERVICES INC.

RIDGEBROOKE CAPITAL MANAGEMENT LLC

Aug 2025 – May 2026

Knoxville, TN

USI ADVISORS

Oct 2018 – Jul 2025

Knoxville, TN

FTB ADVISORS, INC.

Sep 2010 – Jan 2011

KNOXVILLE, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · September 20, 2010

Years registered · 15

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 Ralph Hamilton Lehman offer?

Ralph Hamilton Lehman specializes in Financial Planning, Investment Management.

What are Ralph Hamilton Lehman's credentials?

Ralph Hamilton Lehman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ralph Hamilton Lehman located?

Ralph Hamilton Lehman is based in NASHVILLE, Tennessee, last registered with PINNACLE ADVISORY SERVICES INC..

How does Ralph Hamilton Lehman charge for services?

Ralph Hamilton Lehman'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 ADVISORY SERVICES INC.?

PINNACLE ADVISORY SERVICES INC. 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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