Craig
Hassel

The Pinnacle Financial Group

CRD#2694730
Investment Advisor
in Rockville Centre, NY

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About this Advisor

Craig Hassel is a financial advisor based in Rockville Centre, New York, working with The Pinnacle Financial Group. Craig has previously held positions at Lpl Financial LLC and The Pinnacle Financial Group. Craig has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Craig is part of The Pinnacle Financial Group, which operates out of Rockville Centre, New York. The firm has 9 offices and 44 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Pinnacle Financial Group includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65, Series 63

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

$1,203,901,225

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

44

NY Average: 88
Total Number of Accounts

5,266

NY Average: 3,892
Average Account Size

$228,618

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

Craig Hassel Work History

2022 - Present (2 years)

Lpl Financial LLC

2014 - Present (10 years)

The Pinnacle Financial Group

Disclosures

Please visit the SEC profile of Craig Hassel 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

Craig Hassel
Rockville Centre, NY
George Folias
Rockville Centre, NY
Blake Spencer
Rockville Centre, NY
Shaun Sterling
Melville, NY
Jason Mckenna
Uniondale, NY
Gregg Schriro
Rockville Centre, NY
Elisa Verna-Caspare
Huntington, NY
Richard Lahn
Rockville Centre, NY

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.

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