Gregg S Schriro

Employer firm

The Pinnacle Financial Group CRD 164395

$1.38B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → Present
  Lpl Financial Llc
  Rockville Centre, NY
• 10/2013 → Present
  The Pinnacle Financial Group
  Rockville Centre, NY

Other Businesses

(1) 05/29/2013 - THE PINNACLE FINANCIAL GROUP/ DBA ONLY/ 100%/ ROCKVILLE CENTRE, NY (2) 06/14/2013 - THE PINNACLE FINANCIAL GROUP - REGISTERED INVESTMENT ADVISOR - (HYBRID) THE PINNACLE FINANCIAL GROUP - (HYBRID) PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR A FEE. - 50% OF TIME SPENT - ROCKVILLE CENTRE, NY (3) 12/7/2014 - CHARLOTTE SCHRIRO TRUST AS FIDUCIARY CAPACITY (4) 09/23/2022 - Schriro Asset Management LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 09/01/2022 - 160 Hours Per Month/7 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-05
• S63 Uniform Securities Agent State Law Examination
  1998-12-14

Other Names

• Gregg Spencer Schriro