Thomas Marchozzi
Investment adviser representative at Pinnacle Strategic Wealth Management, LLC.
21 yearsExperience
1 stateRegistered in
$146.5MFirm assets
1 yearFirm 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
Experience
21 years in the industry.
- Pinnacle Strategic Wealth Management, LLC.Feb 2011 to now
- Ids Life Insurance CompanyMar 2005 to now
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (PA).
Pinnacle Strategic Wealth Management, LLC.
$146.5MAssets managed
501Clients
2Advisers
1 yearIn 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
- 4933227
- Firm CRD
- 155652