Steven Georgopoulos
Steven Georgopoulos is a registered investment advisor at Pinnacle Investments, LLC, based in Boca Raton, FL, with 26 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,961 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Investments charges an annual advisory fee of 3.00% for AdvisorPro accounts. This fee may be negotiable based on the investment advisor representative, account size, investment complexity, use of PCM as a sub-advisor, and the level of service required. There is a minimum annual program fee of $100.00. Accounts managed by PCM generally have a minimum opening balance of $100,000.
Location
7601 North Federal Highway, Suite 125B, Boca Raton, FL, 33487
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2015Regulatory
May 2009Customer Dispute
August 2008Regulatory
July 2002Other Business Activities
Steven is the president of Georgopoulos Inc, an S Corp established in 2011, for tax and compensation purposes. This activity is not investment-related.
Employment History
Current Registrations
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
Previous Registrations
Dawson James Securities, INC.Broker
Woodstock Financial Group, INC.Broker
Hunter Scott Financial LLC.Broker
Brookville Capital PartnersBroker
Jhs Capital Advisors, INC.Broker
J.P. Turner & Company, L.L.C.Broker
Gunnallen Financial, INCBroker
Ehrenkrantz King Nussbaum, INC.Broker
Ksh Investment Group, INC.Broker
Harrison Securities, INC.Broker
Gaines, Berland INC.Broker
M.S. Farrell & Company, INC.Broker
Whitehall Wellington Investments, INC.Broker
Gaines, Berland INC.Broker
First Asset Management, INC.Broker
State Registrations21 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.