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Pinnacle Pension Consultants LLC CRD 133442
$2.17B regulatory AUM 6 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1492 Highland Ave. Suite 9, Needham, MA 02492 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-11 |
| MA | RA | APPROVED | 2005-02-18 |
Branch Locations
1492 Highland Avenue Suite 9, Needham, MA 02492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Pension Consultants Llc | Needham | MA | 10/2004 | Present |
| M Holdings Securities Inc. | Needham | MA | 10/2010 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-14 |
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