Gregory Clifford Lewis
Investment adviser representative at Pinnacle Pension Consultants LLC
20 yearsExperience
1 stateRegistered in
$2.2BFirm assets
19 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- M Holdings Securities Inc.Oct 2010 to now
- Pinnacle Financial Group, Inc.Oct 2010 to now
- Pinnacle Pension Consultants LLCJan 2008 to now
- Pinnacle FinancialNov 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (MA).
Pinnacle Pension Consultants LLC
$2.2BAssets managed
65Clients
3Advisers
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
- 4764292
- Firm CRD
- 133442