Gregory Kennedy
Gregory Kennedy is a registered investment advisor at The Pinnacle Financial Group, based in Huntington, NY, with 33 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,540 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPFG offers investment management services where fees range from 0.0% to 2.50% of the value of your portfolio annually. The specific fee depends on the nature of your account, the amount you invest, and other considerations. If you are on the LPL SWM platform, you will pay separate transaction fees. Fees are negotiable.
Location
58 New St, Huntington, NY, 11743
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2001Other Business Activities
Gregory operates under the DBAs Atlantic Financial Group and The Pinnacle Financial Group, providing investment advisory services. These activities take about half of Gregory's time.
Employment History
Current Registrations
The Pinnacle Financial Group
LPL Financial LLCBroker
Previous Registrations
Summit Brokerage Services, INC.Broker
Raymond James Financial Services, INC.Broker
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations8 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.