Ronald Wexler
Ronald Wexler is a registered investment advisor at The Pinnacle Financial Group, based in Huntington, NY, with 30 years of industry experience. Ronald 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
866 W Jericho Tpke, Huntington, NY, 11743
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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.
Learn about disclosures →Other Business Activities
Ronald operates his LPL business through The Pinnacle Financial Group. He also provides investment advisory services through The Pinnacle Financial Group, spending nearly full-time on this activity, and has a business entity for tax/investment purposes, Wexler Wealth Management Inc, dedicating minimal time to it.
Employment History
Current Registrations
The Pinnacle Financial Group
LPL Financial LLCBroker
Previous Registrations
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Kirlin Securities INC.Broker
Stratton Oakmont INC.Broker
State Registrations5 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.