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 based in Smithtown, New York, working with The Pinnacle Financial Group. Ryan has previously held positions at David Lerner Associates, IncE, Lpl Financial LLC, Ryan Thiel & Associates Inc, and The Pinnacle Financial Group. Ryan has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Ryan is part of The Pinnacle Financial Group, which operates out of Smithtown, New York. The firm has 9 offices and 44 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Pinnacle Financial Group includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63

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

$1,203,901,225

NY Average: $7,464,549,021
Total Number of Employees

44

NY Average: 88
Total Number of Accounts

5,266

NY Average: 3,892
Average Account Size

$228,618

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

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

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

Craig Hassel
Rockville Centre, NY
George Folias
Rockville Centre, NY
Blake Spencer
Rockville Centre, NY
Jason Mckenna
Uniondale, NY
Gregg Schriro
Rockville Centre, NY
Shaun Sterling
Melville, NY
Elisa Verna-Caspare
Huntington, NY
Linda Borst
Melville, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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