Paul Dipietro is a CFP-designated registered investment advisor at Pinnacle Investments, LLC, based in Boca Raton, FL, with 24 years of industry experience. Paul 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
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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.
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Paul is a managing member of TLFL Davie, LLC, an LLC created to manage expenses for a rental property, but he spends no time on it since a management company was hired. He also has a sole proprietorship, Robert Scott Financial, to pay a sales assistant and office expenses, spending minimal time on it.
Employment History
Current Registrations
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
Previous Registrations
Dawson James Asset Management, INC.
Dawson James Securities, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Chicago Investment Group, LLCBroker
Gunnallen Financial, INCBroker
Shelman Securities CORP.Broker
Brockington Securities, INC.Broker
Ksh Investment Group, INC.Broker
Harrison Securities, INC.Broker
Global Capital Securities CorporationBroker
Global Capital Securities CorporationBroker
Global Capital Markets, LLCBroker
State Registrations30 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.