Stephen Robert Fitzgerald
Investment adviser representative at The Pinnacle Financial Group
11 yearsExperience
2 statesRegistered in
$1.4BFirm assets
13 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 assetsFixed or flat feeOther
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.
- The Pinnacle Financial GroupAug 2026 to now
- LPL Financial LLCJan 2020 to now
- Department of Sanitation New YorkOct 2018 to now
- Lee, Nolan & Koroghlian, LLCJun 2015 to now
- MML Investors Services, LLCMay 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
The Pinnacle Financial Group
$1.4BAssets managed
3,208Clients
43Advisers
13 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
- 6007523
- Firm CRD
- 164395