Daniel Anthony Cesta
Investment adviser representative at Pinnacle Wealth Management Group, Inc.
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$243.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Private Client ServicesMar 2016 to now
- Pinnacle Wealth Management Group, Inc.Jan 2016 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 4 states (FL, MI, NY, TX).
Pinnacle Wealth Management Group, Inc.
$243.7MAssets managed
209Clients
3Advisers
8 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
- 2763334
- Firm CRD
- 281935