Leonard Marzigliano
Leonard Marzigliano is a registered investment advisor at The Pinnacle Financial Group, based in Rockville Centre, NY, with 22 years of industry experience. Leonard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 3,208 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fees range from 0.0% to 2.50% depending on the platform, account type, and complexity. Fees are negotiable.
Fee Estimator
Location
9 South Long Beach Road, Rockville Centre, NY, 11570
Get directionsHistory
Regulatory History (2)
Judgment / Lien
August 2025Customer Dispute
February 2009Other Business Activities
Leonard operates The Pinnacle Financial Group as a DBA for his LPL business and provides investment advisory services through the firm, dedicating full-time hours to this. Leonard also co-owns rental real estate property with his spouse.
Employment History
Current Registrations
The Pinnacle Financial Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, 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.
Exams
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