Robert
Skoff

The Pinnacle Financial Group

CRD#1061739
Investment Advisor
in Huntington, NY

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About this Advisor

Robert Skoff is a financial advisor operating in Huntington, New York with 2 years of relevant experience. Skoff works at The Pinnacle Financial Group. Their career trajectory has included roles at Oppenheimer & Co, Lpl Financial, LLC and The Pinnacle Financial Group. Skoff holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can advise clients in New York. The Pinnacle Financial Group is an advisory company that has its headquarters in Rockville Centre, NY. The company has offices in eight locations and a total of 39 employees. It administers $802 million in assets between its 4,701 client accounts, making it one of the bigger firms in the country by assets under management. The firm advises nine charities and foundations. Of its 4,701 accounts, 33% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The Pinnacle Financial Group has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees vary depending on the type of services provided. Fees billed by The Pinnacle Financial Group can be comprised of any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

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

866 W Jericho Tpke
Huntington, NY 11743

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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

Robert Skoff Work History

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

2017 - Present (7 years)

Lpl Financial, LLC

2017 - Present (7 years)

The Pinnacle Financial Group

2010 - 2017 (7 years)

Oppenheimer & Co

*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 Robert Skoff 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

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