Mark Dziuba is a registered investment advisor at Pinnacle Capital Advisors, based in Long Beach, CA, with 25 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Planning Fees: $10,000 - $25,000
- Consulting Fees: $25,000 - $100,000
Location
4105 E Broadway, Suite 102, Long Beach, CA, 90803
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Mark is a course instructor for Pass Perfect, teaching securities license candidates since October 2023. This takes about 10-20% of his time, with some hours during trading hours.
Employment History
Current Registrations
Pinnacle Capital Advisors
Previous Registrations
Pinnacle Capital Securities, LLCBroker
Wildermuth Advisory, LLC
Wildermuth Securities, LLCBroker
Iron Financial LLC
Unified Financial Securities, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Longboard Asset Management
Northern Lights Distributors, LLCBroker
Umb Distribution Services, LLCBroker
Scout Investments, INC.
Umb Financial Services, INC.Broker
Enterprise Fund Distributors, INC.Broker
Davis Distributors, LLCBroker
Rupay-Barrington Securities CorporationBroker
Investors Capital CORP.Broker
State Registrations1 state
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.