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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Richard Agrillo is an investment advisor representative registered with The Pinnacle Financial Group. Theodore Agrillo has been in the securities industry since July 3, 1993. Theodore Agrillo's firm, The Pinnacle Financial Group, has been in business since 2013. The firm manages assets for high net worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. The firm also provides financial planning and pension consulting services. Theodore Agrillo is registered with the state of New York, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Maryland, Nevada, New Jersey, North Carolina, Pennsylvania, Virginia, and Washington. Theodore Agrillo is a member of the Financial Industry Regulatory Authority (FINRA). Theodore Agrillo's registration information can be found on the FINRA BrokerCheck website.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning
1
2
NY
08/27/2021 - Present
THE Pinnacle Financial Group (Bethpage NY)
NY
02/18/2000 - 12/31/2023
LPL FINANCIAL LLC (BETHPAGE NY)
NY
02/09/1998 - 02/29/2000
RNR SECURITIES, L.L.C. (EAST MEADOW NY)
NY
07/28/1998 - 08/28/1998
FIRST ASSET MANAGEMENT, INC. (GARDEN CITY NY)
MA
12/04/1995 - 02/02/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
09/12/1994 - 09/20/1995
VTR CAPITAL, INC. (NEW YORK NY)
NA
04/15/1993 - 09/21/1994
J. GREGORY & COMPANY, INC.
BC
Issued 05/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1993
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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