Gregory Joseph Kennedy
Investment adviser representative at The Pinnacle Financial Group
18 yearsExperience
1 stateRegistered in
$1.4BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- The Pinnacle Financial GroupMay 2019 to now
- LPL Financial, LLCMay 2019 to now
- Atlantic Financial Group LLCSep 2008 to now
- Summit Brokerage/ceteraJul 2012 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (NY).
The Pinnacle Financial Group
$1.4BAssets managed
3,208Clients
43Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2139322
- Firm CRD
- 164395