Falgun
Jariwala

The Pinnacle Financial Group

CRD#5532008
Investment Advisor
in Rockville Centre, NY

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About this Advisor

Falgun Jariwala is a financial advisor based out of Rockville Centre, New York with 9 years of industry experience. Jariwala is an advisor for The Pinnacle Financial Group. Over the course of their career, Jariwala has held roles at Lpl Financial, LLC and The Pinnacle Financial Group. Jariwala maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut, New York and Texas. The Pinnacle Financial Group is a financial advisory business headquartered in Rockville Centre, NY. The investment advisory business has offices in eight locations and a total of 39 financial advisors. It handles $802 million in assets between its 4,701 accounts, placing it among the larger firms in the country by assets under management. The firm serves nine charities and foundations. Of its 4,701 accounts, 33% belong to high-net-worth investors who have greater than $1 million in investable assets. The company has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. However, fee types charged by The Pinnacle Financial Group most likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

9 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

$801,546,890

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

39

NY Average: 88
Total Number of Accounts

4,701

NY Average: 3,892
Average Account Size

$170,506

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

Falgun Jariwala Work History

Falgun has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

The Pinnacle Financial Group

2008 - Present (16 years)

Lpl 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 Falgun Jariwala 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
Ryan Thiel
Smithtown, NY
Bennett Berman
The Villages, FL
John Raschella
Rockville Centre, NY
Mario Molino
Melville, NY
Blake Spencer
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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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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