Robert Beck
Robert Beck is a CFP-designated registered investment advisor at Pinnacle Investments, LLC, based in Philadelphia, PA, with 34 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,961 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Investments charges an annual advisory fee of 3.00% for AdvisorPro accounts. This fee may be negotiable based on the investment advisor representative, account size, investment complexity, use of PCM as a sub-advisor, and the level of service required. There is a minimum annual program fee of $100.00. Accounts managed by PCM generally have a minimum opening balance of $100,000.
Location
1515 Market Street, Ste 1200, Philadelphia, PA, 19102
Get directionsHistory
Regulatory History (5)
Regulatory
December 2016Employment Separation After Allegations
May 2016Customer Dispute
September 2014Customer Dispute
March 2001Customer Dispute
June 1999Other Business Activities
Robert owns rental property on Rodman Street since 2014, handling maintenance and tenant acquisition. This requires minimal time each month, both during and after business hours.
Employment History
Current Registrations
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
Previous Registrations
Morgan Stanley
Morgan Stanley Smith Barney LLC
Morgan StanleyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Prudential Securities IncorporatedBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.