AG
AG

Adam Gartside

5 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
1,961 clients
Average Client Portfolio
$539K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$10
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Location

Morristown, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adam works for Clarke Moynihan Landscaping and Construction as a painter, estimating project costs and completing painting projects. This takes about half of his time and is not investment-related.

Employment History
Current Registrations
Pinnacle Investments, LLC
April 2022 - Present · 3 yrs 10 mos
Pinnacle Investments, LLC
April 2022 - Present · 3 yrs 10 mos
Pinnacle Investments, LLCBroker
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
VALIC Financial Advisors, INC.
February 2020 - April 2022 · 2 yrs 2 mos
VALIC Financial Advisors, INC.Broker
January 2020 - April 2022 · 2 yrs 3 mos
State Registrations9 states
CAFLMONJNYORPASCWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.