Bennett
Berman
The Pinnacle Financial Group
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About this Advisor
Bennett Berman is a financial advisor who works in The Villages, Florida with a total of 2 years of relevant experience. Berman is an advisor for The Pinnacle Financial Group. Over the course of their career, they have held roles at Ubs Financial Services Inc, Lpl Financial LLC and The Pinnacle Financial Group. Berman has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in New York. The Pinnacle Financial Group is an advisory firm that has its headquarters in Rockville Centre, NY. The investment advisory business has offices in eight locations and a total of 39 advisors. It controls $802 million in assets across its 4,701 accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm advises nine charitable organizations. Of its 4,701 client accounts, 33% are associated with high-net-worth clients who have greater than $1 million in assets. The Pinnacle Financial Group has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which service is provided. However, fees billed by The Pinnacle Financial Group can include some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Pinnacle Financial Group Brokerage Details
$801,546,890
39
4,701
$170,506
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Bennett Berman Work History
Bennett has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
The Pinnacle Financial Group
Ubs Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bennett Berman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Pinnacle Financial Group
Melville, NY
Melville, NY
Rockville Centre, NY
Melville, NY
Smithtown, NY
Rockville Centre, NY
The Villages, FL
Rockville Centre, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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