Michael
Aniello
The Pinnacle Financial Group
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About this Advisor
Michael Aniello is a financial advisor based out of Melville, New York with 2 years of relevant experience. Aniello is an employee of The Pinnacle Financial Group. Over the course of their career, they have held roles at Northwestern Mutual Life Insurance Co, The Pinnacle Financial Group, Northwestern Mutual Investment Services LLC and Lpl Financial LLC. Aniello holds a Series 63 license, designating them as a securities agent, and is registered to work in New York. The Pinnacle Financial Group is a financial advisory business that has its headquarters in Rockville Centre, NY. The firm has offices in eight locations and a total of 39 financial advisors. It has $802 million in assets under management among its 4,701 accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm provides services to nine charities and foundations. Of its 4,701 client accounts, 33% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm offers 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 depend on the services. Fee types billed by The Pinnacle Financial Group can include some combination 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
Michael Aniello Work History
Michael has been registered as a financial advisor for 2 years.*
The Pinnacle Financial Group
Lpl Financial LLC
Northwestern Mutual Life Insurance Co
Northwestern Mutual Investment Services 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 Michael Aniello 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
Melville, NY
Melville, NY
Rockville Centre, NY
The Villages, FL
Rockville Centre, NY
Smithtown, NY
Melville, NY
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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