RIA Intelligence

THE PINNACLE FINANCIAL GROUP

CRD #164395 SEC #801-77304 ROCKVILLE CENTRE, NY 516-763-9700
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
54
Clients
26
Accounts
5,538

Firm Details

Organization Type
Corporation
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 1, 2025
Branch Offices
6

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ESPOSITO, JOSEPH, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Apr 1, 2025 REGISTERED

Notice Filings (28)

AZ CA CO CT DE FL GA IA IL IN MA MD MI NC NE NH NJ NV NY OH OR PA RI SC TN TX VA WA

Address

9 SOUTH LONG BEACH ROAD
ROCKVILLE CENTRE, NY 11570
United States
Phone: 516-763-9700