Anthony Charles Dionisio
Investment adviser representative at Pinnacle Investment Advisors
11 yearsExperience
1 stateRegistered in
$508.3MFirm assets
26 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 assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Pinnacle Investment AdvisorsMar 2026 to now
- University of OklahomaAug 2015 to Dec 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OK).
Pinnacle Investment Advisors
Legal name: Pinnacle Holdings, LLC
$508.3MAssets managed
496Clients
3Advisers
26 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
- 8253707
- Firm CRD
- 108086