Theodore
Agrillo

The Pinnacle Financial Group

CRD#2288330
Investment Advisor
in Bethpage, NY

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About this Advisor

Theodore Agrillo is a financial advisor who works out of Bethpage, New York with a total of 2 years of industry experience. Agrillo is on the advisory team at The Pinnacle Financial Group. Throughout their career, they have worked at Lpl Financial LLC and The Pinnacle Financial Group. Agrillo holds a Series 63 license, qualifying them as a securities representative, and is registered to advise clients in New York. The Pinnacle Financial Group is a business headquartered in Rockville Centre, NY. The company has offices in eight locations and a total of 39 financial advisors. It controls $802 million in total assets between its 4,701 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm provides services to nine charities and foundations. Of its 4,701 customer accounts, 33% are held by high-net-worth investors who have at least $1 million in assets. The Pinnacle Financial Group offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. However, fee types charged by The Pinnacle Financial Group can include 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

535 Stewart Ave
Bethpage, NY 11714

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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

Theodore Agrillo Work History

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

2013 - Present (11 years)

The Pinnacle Financial Group

2000 - Present (24 years)

Lpl Financial LLC

*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 Theodore Agrillo 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
Shaun Sterling
Melville, NY
Richard Lahn
Rockville Centre, NY
Blake Spencer
Rockville Centre, NY
Mario Molino
Melville, NY
Ryan Thiel
Smithtown, NY
Bennett Berman
The Villages, FL
John Raschella
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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