Vincent Famulari
Vincent Famulari is a CFP-designated registered investment advisor at The Pinnacle Financial Group, based in 163 Dix Hills Rd, NY, with 30 years of industry experience. Vincent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 3,208 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fees range from 0.0% to 2.50% depending on the platform, account type, and complexity. Fees are negotiable.
Fee Estimator
Location
163 Dix Hills Rd, 163 Dix Hills Rd, NY, 11746
Get directionsHistory
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 ActivitiesSells Insurance
Vincent operates FIA Financial Consultants, Inc. as a DBA for his LPL business. He also spends nearly full-time providing investment advisory services through The Pinnacle Financial Group.
Employment History
Current Registrations
The Pinnacle Financial Group
LPL Financial LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.Broker
David Lerner Associates, INC.Broker
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.