# Pinnacle Financial Services, LLC

> Pinnacle Financial Services, LLC is a state-registered investment advisory firm in Armonk, NY, registered since 2003, with no regulatory assets under management reported in its Form ADV filing dated March 19, 2026.

- CRD: 125425
- Filed as: PINNACLE FINANCIAL SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Armonk, NY
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125425
- AdvisorCensus page: https://advisorcensus.com/firm/pinnacle-financial-services-llc-armonk-ny-125425

## Quick answers

**How is Pinnacle Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pinnacle Financial Services, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pinnacle Financial Services, LLC located?**
Pinnacle Financial Services, LLC's principal office is in Armonk, NY, according to its Form ADV.

**Is Pinnacle Financial Services, LLC registered with the SEC or a state?**
Pinnacle Financial Services, LLC is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 125425.

**Does Pinnacle Financial Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125425

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2003 (23 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pinnacle Financial Services, LLC (CRD 125425): Form ADV filing data as of October 2026.