Huntington, NY W Jericho Tpke Office
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The Pinnacle Financial Group
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Firm-wide stats for The Pinnacle Financial Group
About
The Pinnacle Financial Group provides discretionary portfolio management, financial planning, pension consulting (including ongoing consulting to 401(k) and other employee benefit plans), and may direct clients to third‑party money managers. Its client base, as described in the brochure, includes individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporations or business entities.
The firm documents client objectives and constraints in an Investment Policy Statement and applies fundamental analysis alongside both long‑term and short‑term trading strategies, with accounts generally managed on a discretionary basis and subject to regular portfolio monitoring. TPFG typically implements portfolios using mutual funds, equities, bonds, ETFs, REITs, insurance products and options, and may use alternative and structured investments where appropriate.
TPFG discloses that several of its investment adviser representatives are dually registered as registered representatives of LPL Financial, and the brochure describes platform benefits, transition assistance and related conflicts of interest as well as limits LPL may place on recommended securities. The firm also notes arrangements that are less common among peers — including serving business development company and other business‑entity clients and participating in wrap programs and fee‑sharing arrangements with third‑party managers — all of which are addressed in its regulatory disclosures.
Based on The Pinnacle Financial Group
Location
866 W Jericho Tpke
Huntington NY 11743
Advisors at this office
3
Advisors at this office
Robert S
Series 63, Series 66
Huntington, NY
The Pinnacle Financial Group
Robert Skoff is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He previously worked at Oppenheimer & Co for seven years before joining The Pinnacle Financial Group and LPL Financial in 2017. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs written Investment Policy Statements for clients and applies fundamental analysis across various instruments, managing accounts primarily on a discretionary basis with regular monitoring and reviews.
Elisa V
Series 63, Series 65
Huntington, NY
The Pinnacle Financial Group
Elisa Verna Caspare is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at LPL Financial since 2017 and previously worked at JPMorgan Securities LLC from 2013 to 2017. Caspare is also involved in a separate wealth strategies business for tax and investment purposes. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a written Investment Policy Statement for each client and applies fundamental analysis across various instruments, managing accounts primarily on a discretionary basis with regular reviews and the option to allocate to third-party managers.
Ronald W
Series 63, Series 65
Huntington, NY
The Pinnacle Financial Group
Ronald Wexler is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Oppenheimer from 2010 to 2017 before joining The Pinnacle Financial Group and LPL Financial in 2017. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis across various instruments and manages accounts primarily on a discretionary basis, with some advisors also registered with LPL Financial to offer broker-dealer products.
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