Steven
Georgopoulos
Pinnacle Investments, LLC
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About this Advisor
Steven Georgopoulos is a financial advisor operating out of Boca Raton, Florida with 2 years of industry experience. Georgopoulos is currently employed by Pinnacle Investments, LLC. Throughout their career, they have worked at Hunter Scott Financial, LLC, Woodstock Financial Group, Inc, Pinnacle Investments, LLC and Dawson James Securities. Georgopoulos has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Pinnacle Investments, LLC is a registered investment company based in East Syracuse, NY. The company has offices in 10 locations and a total of 61 financial advisors. It has $819 million in assets across its 2,797 accounts, making it one of the larger firms in the United States by assets under management. The advisory firm performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on the financial services offered. However, fees charged by Pinnacle Investments, LLC can consist of some blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinnacle Investments, LLC Brokerage Details
$819,159,079
61
2,797
$292,871
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Steven Georgopoulos Work History
Steven has been registered as a financial advisor for 2 years.*
Pinnacle Investments, LLC
Dawson James Securities
Woodstock Financial Group, Inc
Hunter Scott Financial, LLC
*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 Steven Georgopoulos 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 Pinnacle Investments, LLC
East Syracuse, NY
East Syracuse, NY
East Syracuse, NY
Philadelphia, PA
East Syracuse, NY
Boca Raton, FL
East Syracuse, NY
East Syracuse, 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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