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Ronald Andrew York

Pinnacle Pension Consultants LLC

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About Ronald Andrew York

Ronald Andrew York is an investment advisor representative at Pinnacle Pension Consultants LLC and has been in the industry since 1990. Ronald York is registered with the state of Massachusetts and Texas. Ronald York has passed the Series 63, Series 65, and Series 6 exams. Ronald York has previously been employed by M Holdings Securities, Inc., NRP Financial, Inc., Financial Telesis Inc, Diversified Investors Securities Corp., and Scudder Investor Services, Inc.. Pinnacle Pension Consultants LLC has 66 clients and has $1,519,390,565 of assets under management. Pinnacle Pension Consultants LLC specializes in providing consulting, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.

Firm Information

Ronald York is currently registered with Pinnacle Pension Consultants LLC. Pinnacle Pension Consultants LLC is a registered investment adviser headquartered in NEEDHAM, MA. They provide a variety of services, including pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. The firm primarily serves pension and profit sharing plans, with a total of 65 clients and $1,509,890,565 in assets under management. Pinnacle Pension Consultants LLC also offers consulting services for non-qualified plans, with one client and $9,500,000 in assets under management.
Pinnacle Pension Consultants LLC

1492 HIGHLAND AVE.

NEEDHAM, MA 02492

$1.52B

Assets Under Management

66

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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

% of assets under consultation

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Ronald York’s Registration & Firm History

MA

04/11/2022 - Present

Pinnacle Pension Consultants LLC (NEEDHAM MA)

MA

10/29/2010 - 06/04/2018

M HOLDINGS SECURITIES, INC. (Needham MA)

MA

03/14/2008 - 11/03/2010

NRP FINANCIAL, INC. (SOUTHBOROUGH MA)

MA

01/01/2006 - 03/14/2008

FINANCIAL TELESIS INC (SOUTHBOROUGH MA)

NY

01/26/2001 - 10/05/2004

DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)

NY

09/17/1990 - 09/18/2000

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/27/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/14/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald Andrew York.
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