Vincent Harambasic
Investment adviser representative at Pinnacle Financial Group LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$672.7MFirm 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
- Pension consulting
Experience
19 years in the industry.
- Pinnacle Financial Group, LLCOct 2022 to now
- Wells Fargo Clearing Services, LLCMar 2020 to Oct 2022
- JP Morgan Chase Bank, N.A.Apr 2018 to Mar 2020
- JP Morgan Securities, LLCApr 2018 to Mar 2020
- Fidelity InvestmentsSep 2007 to Apr 2018
- Strategic Advisors, IncSep 2007 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Pinnacle Financial Group LLC
$672.7MAssets managed
394Clients
4Advisers
16 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
- 4992961
- Firm CRD
- 116600