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Leonard Francis Marzigliano

THE Pinnacle Financial Group

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About Leonard Francis Marzigliano

Leonard Francis Marzigliano is a Registered Representative and Investment Advisor Representative with The Pinnacle Financial Group. Leonard has been in the financial industry since April 2004. Leonard has experience working with individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and business development companies. The Pinnacle Financial Group offers financial planning, pension consulting, and selection of other advisors to their clients.

Firm Information

Leonard Marzigliano 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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Leonard Marzigliano’s Registration & Firm History

NY

03/20/2023 - Present

THE Pinnacle Financial Group (ROCKVILLE CENTRE NY)

NY

12/03/2009 - 01/24/2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED (HAUPPAUGE NY)

NY

01/01/2008 - 10/07/2009

WELLS FARGO ADVISORS, LLC (SMITHTOWN NY)

NY

02/19/2004 - 01/03/2008

A. G. EDWARDS & SONS, INC. (SMITHTOWN NY)

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Licenses & Designations

IA

Issued 11/30/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/24/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Leonard Francis Marzigliano. Review regulatory record here.
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