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Dawn Marie Bressingham

THE Pinnacle Financial Group

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About Dawn Marie Bressingham

Dawn Marie Bressingham is a registered representative and investment advisor representative with The Pinnacle Financial Group, where she has worked since 2017. Dawn is a seasoned professional with extensive experience in the financial services industry. Dawn is dedicated to helping her clients achieve their financial goals through a personalized approach to financial planning and investment management. Dawn is committed to providing her clients with the highest level of service and expertise.

Firm Information

Dawn Bressingham is currently registered with THE Pinnacle Financial Group. THE Pinnacle Financial Group, headquartered in Rockville Centre, NY, is an investment advisor with 37 investment advisor representatives. The firm manages over $1.2 billion in regulatory assets under management for clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.
THE Pinnacle Financial Group

9 SOUTH LONG BEACH ROAD

ROCKVILLE CENTRE, NY 11570

$1.20B

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning

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Dawn Bressingham’s Registration & Firm History

NY

08/20/2021 - Present

THE Pinnacle Financial Group (N MASSAPEQUA NY)

CT

08/01/2016 - 11/07/2017

PLANMEMBER SECURITIES CORPORATION (NEW HAVEN CT)

NY

02/02/2016 - 07/01/2016

INVESTACORP, INC. (WADING RIVER NY)

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Licenses & Designations

BC

Issued 08/13/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2018

Series 7 - General Securities Representative Examination

BC

Issued 02/01/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dawn Marie Bressingham.
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