Ryan
Thiel
The Pinnacle Financial Group
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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
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
Ryan Thiel Work History
Ryan has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Ryan Thiel & Associates Inc
The Pinnacle Financial Group
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
Rockville Centre, NY
Melville, NY
Melville, NY
Melville, NY
The Villages, FL
Rockville Centre, NY
Smithtown, 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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