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Gary Leonard Leventhal

THE Pinnacle Financial Group

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About Gary Leonard Leventhal

Gary Leonard Leventhal is a financial professional with over 20 years of experience in the industry. Gary currently works at The Pinnacle Financial Group where he provides financial planning and investment management services to individuals, families, and businesses. Gary has a strong understanding of the financial markets and a proven track record of success in helping clients achieve their financial goals.

Firm Information

Gary Leventhal 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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Gary Leventhal’s Registration & Firm History

NY

10/28/2021 - Present

THE Pinnacle Financial Group (EAST HILLS NY)

NY

08/17/2007 - 06/25/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREAT NECK NY)

NY

03/31/2006 - 08/21/2007

BANC OF AMERICA INVESTMENT SERVICES, INC. (MELVILLE NY)

NY

09/01/1998 - 04/11/2006

CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)

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Licenses & Designations

IA

Issued 10/27/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/14/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Gary Leonard Leventhal. Review regulatory record here.
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