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Craig Hassel

22 Years of Experience
Rockville Centre, NY
1 DisclosureBroker

Craig Hassel is a registered investment advisor at LPL Financial LLC, based in Rockville Centre, NY, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

9 South Long Beach Road, Rockville Centre, NY, 11570

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History

Regulatory History (1)
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Employment Separation After Allegations
January 2014
Other Business Activities

Craig operates his LPL business under The Pinnacle Financial Group DBA. He also owns Hassel Enterprises LLC for tax/investment purposes and provides investment advisory services through The Pinnacle Financial Group, spending nearly full-time on this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
February 2022 - Present · 4 yrs 2 mos
The Pinnacle Financial Group
August 2021 - Present · 4 yrs 8 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - January 2014 · 4 yrs 7 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
February 2006 - April 2007 · 1 yr 2 mos
H&r Block Financial Advisors, INC.Broker
January 1996 - February 2006 · 10 yrs 1 mo
State Registrations7 states
FLILINMANCNYPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Craig Hassel - Financial Advisor | TrueAdvisor