Shaun
Sterling
The Pinnacle Financial Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Shaun Sterling is a financial advisor based in Melville, New York with 2 years of relevant experience. Sterling is currently employed by The Pinnacle Financial Group. During their career, the advisor has held roles at Pj Robb Variable Corp, Nylife Securities, LLC, New York Life Insurance Company, Eagle Strategies LLC, Lippencott Financial Group, Lpl Financial LLC and The Pinnacle Financial Group. Sterling has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New York. The Pinnacle Financial Group is a registered investment firm that has its headquarters in Rockville Centre, NY. The firm has offices in eight locations and a total of 39 advisors. It handles $802 million in assets across its 4,701 accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm advises nine charities and foundations. Of its 4,701 customer accounts, 33% are associated with high-net-worth investors who have greater than $1 million in investable assets. The Pinnacle Financial Group offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees vary depending on which services are provided. However, fee types charged by The Pinnacle Financial Group can include some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Shaun Sterling Work History
Shaun has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
The Pinnacle Financial Group
Lippencott Financial Group
Eagle Strategies LLC
Nylife Securities, LLC
New York Life Insurance Company
Pj Robb Variable Corp
*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 Shaun Sterling 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
Melville, NY
Rockville Centre, NY
Melville, NY
Rockville Centre, NY
Smithtown, NY
The Villages, FL
Rockville Centre, NY
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
