Lester Wohl
Lester Wohl is a registered investment advisor at Pinnacle Financial Services, LLC, based in New York, NY, with 22 years of industry experience. Lester operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Pinnacle Financial Services does not manage your investments directly. Instead, they refer you to UBS Financial Services. UBS pays Pinnacle a referral fee equal to 25% of the investment advisory fee you pay to UBS (minus certain expenses). This referral fee is paid by UBS, not in addition to your advisory fee. The specific fees you pay to UBS will depend on the investment program you choose and the amount you invest.
Location
260 Madison Avenue, 15th Floor, New York, NY, 10016
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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 ActivitiesSells Insurance
Lester is a partner in the CPA firm Levine Neider Wohl, dedicating the majority of his professional time to tax and accounting services. He is also an independent insurance agent, spending about 10-20% of his time on insurance services.
Employment History
Current Registrations
Pinnacle Financial Services, LLC
State Registrations2 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.