Unclaimed Profile

Steve Laughlin

PINNACLE ADVISORY SERVICES INC.·NASHVILLE, Tennessee

SIE, Series 7, Series 66Clean record9 years registeredPINNACLE ADVISORY SERVICES INC.

150 THIRD AVENUE SOUTH, NASHVILLE, TN 37201CRD# 5848478Firm CRD# 132634

Profile Verification

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

Identity

Steve Laughlin · NASHVILLE, TN

Registration

CRD #5848478 · PINNACLE ADVISORY SERVICES INC. · 9 years registered

Brand Profile

Not yet started

Career History

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2016 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 27, 2016

Years registered · 9

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 Steve Laughlin offer?

Steve Laughlin specializes in Financial Planning, Investment Management. Contact their office in NASHVILLE, Tennessee for a consultation.

What are Steve Laughlin's credentials?

Steve Laughlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steve Laughlin located?

Steve Laughlin is based in NASHVILLE, Tennessee, working with PINNACLE ADVISORY SERVICES INC.. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does Steve Laughlin charge for services?

Steve Laughlin'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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