Mark Thomas Nardella
Investment adviser representative at Pinnacle Investments, LLC
16 yearsExperience
10 statesRegistered in
CFP® certificationDesignation
$1.3BFirm 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Pinnacle Investments, LLCJul 2019 to now
- Valic Financial Advisors, Inc.Dec 2010 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 10 states (CO, CT, FL, GA, NC, NJ, NY, SC, TX, UT).
Pinnacle Investments, LLC
$1.3BAssets managed
3,143Clients
56Advisers
19 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
- 2901013
- Firm CRD
- 142910