PINNACLE FINANCIAL ADVISORS, LLC
CRD #109947 SEC #801-58205 MARLTON, NJ 856-797-8082
SEC Registered
Total AUM
$211.3M
Discretionary
$204M
Employees
9
Clients
51
Accounts
485
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| METZ, MITCHELL, JEFFREY | I | MEMBER/CCO | D | Control |
| METZ, MITCHELL, JEFFREY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| METZ, MITCHELL, JEFFREY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| METZ, MITCHELL, JEFFREY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| METZ, MITCHELL, JEFFREY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| METZ, MITCHELL, JEFFREY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| METZ, MITCHELL, JEFFREY | I | MEMBER | D | Control |
| METZ, MITCHELL, JEFFREY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| METZ, MITCHELL, JEFFREY | I | MEMBER | D | Control |
| METZ, MITCHELL, JEFFREY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| METZ, MITCHELL, JEFFREY | I | MEMBER | D | Control |
| METZ, MITCHELL, JEFFREY | I | MEMBER | D | Control |
| METZ, MITCHELL, JEFFREY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| METZ, MITCHELL, JEFFREY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| METZ, MITCHELL, JEFFREY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| METZ, MITCHELL, JEFFREY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| METZ, MITCHELL, JEFFREY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SCHEYER, HARRY | I | MEMBER | D | Control |
| SCHEYER, HARRY | I | MEMBER | D | Control |
| SCHEYER, HARRY | I | MEMBER | D | Control |
| SCHEYER, HARRY | I | MEMBER | D | Control |
| SCHEYER, HARRY, ISAAC | I | MEMBER | D | Control |
| SCHEYER, HARRY, ISAAC | I | MEMBER | D | Control |
| SCHEYER, HARRY, ISAAC | I | MEMBER | D | Control |
| SCHEYER, HARRY, ISAAC | I | MEMBER | D | Control |
| SCHEYER, HARRY, ISAAC | I | MEMBER | D | Control |
| SCHEYER, HARRY, ISAAC | I | MEMBER | D | Control |
| SCHEYER, HARRY, ISAAC | I | MEMBER | D | Control |
| SCHEYER, HARRY, ISAAC | I | MEMBER | D | Control |
| SCHEYER, HARRY, ISAAC | I | MEMBER | D | Control |
| SCHEYER, HARRY, ISAAC | I | MEMBER | D | Control |
| SCHEYER, HARRY, ISAAC | I | MEMBER | D | Control |
| SCHEYER, HARRY, ISAAC | I | MEMBER | D | Control |
| SCHEYER, HARRY, ISAAC | I | MEMBER | D | Control |
Registrations
Federal
IA
Mar 25, 2013 REGISTERED
Notice Filings (3)
FL NJ PA
Address
11000 LINCOLN DRIVE WEST, SUITE 8MARLTON, NJ 08053
United States
Phone: 856-797-8082