Anthony Gigliotti
Investment adviser representative at Pinnacle Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm 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
11 years in the industry.
- Pinnacle AdvisorsApr 2026 to now
- J.P. Morgan Securities LLCMay 2024 to Mar 2026
- JPMorgan Chase Bank, N.A.May 2024 to Mar 2026
- Fifth Third BankApr 2023 to Apr 2024
- Fifth Third SecuritiesApr 2023 to Apr 2024
- Fidelity InvestmentsAug 2020 to Apr 2023
- Morgan StanleyNov 2018 to Aug 2020
- Morgan Stanley Private Bank, N.A.Nov 2018 to Aug 2020
- JPMorgan Chase Bank, N.A.Oct 2015 to Nov 2018
- JPMorgan Securities LLCOct 2015 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (OH).
Pinnacle Advisors
Legal name: Pinnacle Wealth Planning Services, Inc.
$2.1BAssets managed
1,088Clients
20Advisers
30 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
- 5447463
- Firm CRD
- 106817