Sharon Merkle is a registered investment advisor at Pinnacle Wealth Strategies, LLC, based in Albany, NY, with 27 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 5 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — $2,950 for net worth up to $2 million, $4,450 for $2 million to $4 million, $5,900 for $4 million to $6 million, and $8,200 for $6 million to $10 million. Fees for net worth over $10 million are negotiable.
- Hourly consulting — $280 per hour for targeted advice on specific financial and cash management, risk management, estate planning, tax issues, retirement planning, educational funding, or other topics.
Location
292 Washington Ave Ext, Suite 106, Albany, NY, 12203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sharon is an attorney at law, owning her own practice since 1979, dedicating about half of her time to it. She is also an investment adviser representative for Pinnacle Wealth Strategies, LLC and Latitude Advisors, LLC, and a registered representative for GWN Securities, Inc, spending about a quarter of her time and a few hours per week, respectively, on these activities.
Employment History
Current Registrations
Pinnacle Wealth Strategies, LLC
Previous Registrations
Gwn Securities INC.Broker
Latitude Advisors, LLC
Securities Service Network, INC.Broker
Ssn Advisory, INC.
Medallion Investment Services, INC.Broker
Medallion Advisory Services, LLC
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Equity Services, INC.Broker
State Registrations1 state
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
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