Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Ryan Skoff

THE Pinnacle Financial Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Ryan Skoff

Robert Ryan Skoff is an investment advisor representative with The Pinnacle Financial Group. Robert has over 39 years of experience in the financial services industry and is registered with FINRA and the state of New York. Robert specializes in providing financial planning services to individuals, businesses, and charitable organizations. Robert is committed to providing clients with personalized advice and guidance to help them reach their financial goals.

Firm Information

Robert Skoff 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Financial planning

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Skoff’s Registration & Firm History

NY

08/20/2021 - Present

THE Pinnacle Financial Group (HUNTINGTON NY)

NY

05/12/2010 - 09/22/2017

OPPENHEIMER & CO. INC. (HAUPPAUGE NY)

NY

06/16/2008 - 05/05/2010

WELLS FARGO ADVISORS, LLC (MELVILLE NY)

NJ

11/02/1994 - 06/12/2008

SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)

TX

05/11/1992 - 10/19/1994

REDSTONE SECURITIES, INC. (DALLAS TX)

NY

06/04/1990 - 04/27/1992

ROBERT TODD FINANCIAL CORP. (NEW YORK NY)

NA

02/09/1990 - 06/12/1990

VANDERBILT SECURITIES, INC.

NA

01/25/1990 - 06/12/1990

VANDERBILT SECURITIES, INC.

NA

06/30/1988 - 02/14/1990

J. T. MORAN & CO., INC.

NA

02/02/1987 - 05/23/1988

SHERWOOD CAPITAL, INC.

NA

09/24/1982 - 01/31/1987

FIRST JERSEY SECURITIES, INC.

Not sure if Robert Ryan Skoff is right for you?

Licenses & Designations

BOTH

Issued 06/19/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/21/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/1987

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 09/18/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Ryan Skoff.
Not sure if Robert Ryan Skoff is right for you?