Elisa
Verna-Caspare
The Pinnacle Financial Group
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About this Advisor
Elisa Verna-Caspare is a financial advisor based out of Huntington, New York who has 2 years of relevant experience. Verna-Caspare works at The Pinnacle Financial Group. During their career, the advisor has held roles at Liberty Securities Corp, Lpl Financial Corporation, Jpmorgan Securities LLC, Lpl Financial, LLC and The Pinnacle Financial Group. Verna-Caspare has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New York. The Pinnacle Financial Group is an advisory business that has its headquarters in Rockville Centre, NY. The company has offices in eight locations and a total of 39 people on staff. It manages $802 million in assets under management between its 4,701 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm serves nine charitable organizations. Of its 4,701 customer accounts, 33% are held by high-net-worth investors who have at least $1 million in assets. The firm offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules largely depend on which services the firm provides the client. However, fees billed by The Pinnacle Financial Group can consist of 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
Elisa Verna-Caspare Work History
Elisa has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
The Pinnacle Financial Group
Jpmorgan Securities LLC
Lpl Financial Corporation
Liberty Securities Corp
*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 Elisa Verna-Caspare 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
Rockville Centre, NY
Melville, NY
Melville, NY
Rockville Centre, NY
Melville, NY
Smithtown, 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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