THE PINNACLE FINANCIAL GROUP

ROCKVILLE CENTRE, New York·1 registered advisor·CRD# 164395
SEC# 801-773049516-763-9700
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
44
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: FINANCIAL PLANNING
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE PINNACLE FINANCIAL GROUP

1 registered advisor
Joseph Donald Esposito
ROCKVILLE CENTRE, New York
05

Office Locations

ROCKVILLE CENTRE, New York
1 advisor

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Data sourced from SEC Form ADV filings. THE PINNACLE FINANCIAL GROUP (CRD# 164395) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.