Ronald
Wexler

The Pinnacle Financial Group

CRD#2614899
Investment Advisor
in Huntington, NY

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About this Advisor

Ronald Wexler is a financial advisor who works out of Huntington, New York with 2 years of relevant experience. Wexler works at The Pinnacle Financial Group. Over the course of their career, they have held roles at Oppenheimer & Co. Inc, The Pinnacle Financial Group and Lpl Financial, LLC. Wexler maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. The Pinnacle Financial Group is a registered investment business that has its headquarters in Rockville Centre, NY. The company has offices in eight locations and a total of 39 advisors. It controls $802 million in total assets among its 4,701 client accounts, making it one of the larger firms in the United States by assets under management. The firm advises nine charitable organizations. Of its 4,701 client accounts, 33% belong to high-net-worth individuals who have greater than $1 million in assets. The company offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on the financial services offered. However, fee types billed by The Pinnacle Financial Group likely include any 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

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

Ronald Wexler Work History

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

2017 - Present (7 years)

The Pinnacle Financial Group

2017 - Present (7 years)

Lpl Financial, LLC

2010 - 2017 (7 years)

Oppenheimer & Co. Inc

*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 Ronald Wexler 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
John Raschella
Rockville Centre, NY
Ryan Thiel
Smithtown, NY
Blake Spencer
Rockville Centre, NY
Mario Molino
Melville, 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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