Ryan
Thiel

The Pinnacle Financial Group

CRD#6001030
Investment Advisor
in Smithtown, NY

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About this Advisor

Ryan Thiel is a financial advisor who works in Smithtown, New York, with 2 years of industry experience. Thiel is an advisor for The Pinnacle Financial Group. Their career trajectory has included roles at David Lerner Associates, IncE, Lpl Financial LLC, Ryan Thiel & Associates Inc and The Pinnacle Financial Group. Thiel maintains a Series 63 license, qualifying them as a securities broker, and is approved to advise clients in New York. The Pinnacle Financial Group is an advisory company that has its headquarters in Rockville Centre, NY. The investment advisory business has offices in eight locations and a total of 39 financial advisors. It controls $802 million in assets between its 4,701 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm serves nine charitable organizations. Of its 4,701 client accounts, 33% are associated with high-net-worth individuals who have at least $1 million in assets. The business performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice largely vary depending on which services are provided. However, fee types charged by The Pinnacle Financial Group can consist of some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63

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

398 Route 111
Smithtown, NY 11787

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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

Ryan Thiel Work History

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

2015 - Present (9 years)

Lpl Financial LLC

2015 - Present (9 years)

Ryan Thiel & Associates Inc

2015 - Present (9 years)

The Pinnacle Financial Group

2011 - 2015 (4 years)

David Lerner Associates, IncE

*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 Ryan Thiel 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
Bennett Berman
The Villages, FL
John Raschella
Rockville Centre, NY
Ryan Thiel
Smithtown, 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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