The Pinnacle Financial Group

Investment Advisor
in Rockville Centre, NY

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About this Advisor

Blake Spencer is a financial advisor who works in Rockville Centre, New York with a total of 2 years of relevant experience. Spencer is on the advisory team at The Pinnacle Financial Group. Their career trajectory has included roles at American Dawn, Inc, Sigmatex Lanier, Unitex, Vf Imagewear, Enviro-Linen, Lpl Financial LLC and The Pinnacle Financial Group. Spencer maintains a Series 63 license, which qualifies them as a securities broker, and is able to operate in New York. The Pinnacle Financial Group is a registered investment business based out of Rockville Centre, NY. The company has offices in eight locations and a total of 39 financial advisors. It has $802 million in assets under management between its 4,701 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm serves nine charitable organizations. Of its 4,701 accounts, 33% are held by high-net-worth individuals who have at least $1 million in investable assets. The Pinnacle Financial Group provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules vary depending on which services the firm provides the client. Fees charged by The Pinnacle Financial Group can include asset-based, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

9 South Long Beach Road
Rockville Centre, NY 11570

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The Pinnacle Financial Group Brokerage Details

Total Assets Under Management


NY Average: $7,464,549,021
Total Number of Employees


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Blake Spencer Work History

Blake has been registered as a financial advisor for 2 years.*

2018 - Present (5 years)

Lpl Financial LLC

2018 - Present (5 years)

The Pinnacle Financial Group

2016 - 2017 (1 year)


2014 - 2014 (< 1 year)

Sigmatex Lanier

2014 - 2014 (< 1 year)


2014 - 2015 (1 year)

Vf Imagewear

2011 - 2013 (2 years)

American Dawn, 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.


Please visit the SEC profile of Blake Spencer 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

Richard Lahn
Rockville Centre, NY
Linda Borst
Melville, NY
Shaun Sterling
Melville, NY
Bennett Berman
The Villages, FL
Mario Molino
Melville, NY
Blake Spencer
Rockville Centre, NY
Ryan Thiel
Smithtown, NY
John Raschella
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

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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.

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