Lester Michael Wohl

Employer firm

Pinnacle Financial Services, LLC CRD 125425

Reported services (Item 5G)

• Selection of other advisers
• SOLICITOR TO 3RD-PARTY FOR A REFERRAL

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

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

Current Employers

Employment History

• 01/2003 → Present
  Pinnacle Financial Services, Llc
  New York, NY
• 04/2001 → Present
  Levine Neider Wohl, Llp
  New York, NY

Other Businesses

LEVINE NEIDER WOHL, LLP- PARTNER IN CPA FIRM//NON INVESTMENT-RELATED//TAX AND ACCOUNTING SERVICES//MAJORITY OF PROFESSIONAL TIME// INDEPENDENT INSURANCE AGENT//INV-REL//INSURANCE SERVICES//APPROX. 10% OF PROFESSIONAL TIME//

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-06-19
• S63 Uniform Securities Agent State Law Examination
  1998-10-29

Other Names

• Lester Wohl