Paul Matthew Day
Investment adviser representative at Pinnacle Wealth Management, Inc.
11 yearsExperience
1 stateRegistered in
$118.1MFirm assets
4 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Pinnacle Wealth Management, Inc.Jul 2025 to now
- Pinnacle Wealth Management Partners, Inc.Jul 2025 to now
- LPL Enterprise, LLCNov 2024 to Jul 2025
- The Prudential Insurance Company of AmericaJun 2022 to Jul 2025
- Pruco Securities LLCJun 2022 to Nov 2024
- Thrivent FinancialDec 2015 to Jun 2022
- Thrivent Investment Management IncJul 2015 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Pinnacle Wealth Management, Inc.
Legal name: Pinnacle Wealth Management Partners, Inc.
$118.1MAssets managed
271Clients
4Advisers
4 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
- 6525708
- Firm CRD
- 166853