Andrew Samuel Perri
Investment adviser representative at Pinnacle Wealth Management, Inc.
19 yearsExperience
3 statesRegistered in
$118.1MFirm assets
4 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Pinnacle Tax Advisory, LLCNov 2014 to now
- Pinnacle Wealth Management, Inc.Dec 2007 to now
- Berthel Fisher & Company Financial Services, Inc.Nov 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 3 states (FL, MI, TX).
Pinnacle Wealth Management, Inc.
Legal name: Pinnacle Wealth Management Partners, Inc.
$118.1MAssets managed
271Clients
4Advisers
4 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
- 2801727
- Firm CRD
- 166853