Gary Leventhal
Gary Leventhal is a registered investment advisor at The Pinnacle Financial Group, based in East Hills, NY, with 27 years of industry experience. Gary 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
16 Melby Lane, East Hills, NY, 11576
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2010Customer Dispute
December 2009Other Business Activities
Gary operates under the DBA The Pinnacle Financial Group and The Pinnacle Group as a registered investment advisor, dedicating about half of his time to these activities. He also owns rental real estate, taking about 10% of his time, and works as a FINRA arbitrator, dedicating minimal time.
Employment History
Current Registrations
The Pinnacle Financial Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Citigroup Global Markets INC.Broker
State Registrations6 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.