Christopher
Garrison

Pinnacle Pension Consultants LLC

CRD#1548963
Investment Advisor
in Needham, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christopher Garrison is a financial advisor based in Needham, Massachusetts, working with Pinnacle Pension Consultants LLC. Christopher has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Pinnacle Pension Consultants LLC, and Planpilot. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Christopher is part of Pinnacle Pension Consultants LLC, which operates out of Needham, Massachusetts. The firm has 3 employees and manages assets totaling $1.5 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Pinnacle Pension Consultants LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1492 Highland Avenue Suite 9
Needham, MA 02492

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pinnacle Pension Consultants LLC Brokerage Details

Total Assets Under Management

$1,539,423,223

MA Average: $16,012,751,954
Total Number of Employees

3

MA Average: 118
Total Number of Accounts

69

MA Average: 4,567
Average Account Size

$22,310,481

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Christopher Garrison Work History

2022 - Present (2 years)

Pinnacle Pension Consultants LLC

2020 - 2022 (2 years)

Planpilot

2017 - 2020 (3 years)

Pinnacle Pension Consultants LLC

2010 - 2016 (6 years)

Tiaa-Cref Individual & Institutional Services, LLC

2010 - 2016 (6 years)

Tiaa

Disclosures

Please visit the SEC profile of Christopher Garrison 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 Pension Consultants LLC

Christopher Garrison
Needham, MA
Gregory Lewis
Needham, MA
Ronald York
Needham, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started