John
Raschella

The Pinnacle Financial Group

CRD#1298159
Investment Advisor
in Rockville Centre, NY

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About this Advisor

John Raschella is a financial advisor who works out of Rockville Centre, New York with a total of 2 years of industry experience. Raschella is currently employed by The Pinnacle Financial Group. Their career trajectory has included roles at National Junior Baseball League Umpire Association, J.P. Morgan Securities LLC, Lpl Financial, LLC and The Pinnacle Financial Group. Raschella maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in New York. The Pinnacle Financial Group is a registered investment business operating out of Rockville Centre, NY. The firm has offices in eight locations and a total of 39 employees. It controls $802 million in assets among its 4,701 accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm provides services to nine charitable organizations. Of its 4,701 accounts, 33% are held by high-net-worth clients who have at least $1 million in assets. The Pinnacle Financial Group has a number 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 largely are based on the services. However, fees billed by The Pinnacle Financial Group can consist of some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

$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

John Raschella Work History

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

2015 - Present (9 years)

Lpl Financial, LLC

2015 - Present (9 years)

The Pinnacle Financial Group

2011 - Present (13 years)

National Junior Baseball League Umpire Association

2012 - 2015 (3 years)

J.P. Morgan Securities 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 John Raschella 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

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