Leonard Marzigliano
Leonard Marzigliano is a registered investment advisor at The Pinnacle Financial Group, based in Rockville Centre, NY, with 21 years of industry experience. Leonard 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
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.