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Thomas Marchozzi

PartnerPinnacle Strategic Wealth Management, LLC.CRD 4933227

About Thomas Marchozzi

Thomas Marchozzi is listed as Partner at Pinnacle Strategic Wealth Management, LLC. in King of Prussia, PA. Form ADV reports a beneficial ownership band of Under 5%. Thomas Marchozzi is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Pinnacle Strategic Wealth Management, LLC.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Thomas Marchozzi work?

Thomas Marchozzi is listed as Partner at Pinnacle Strategic Wealth Management, LLC. on SEC Form ADV.

How much of Pinnacle Strategic Wealth Management, LLC. does Thomas Marchozzi own?

Form ADV reports a beneficial ownership band of Under 5%.

Pinnacle Strategic Wealth Management, LLC.

TitlePartner
OwnershipUnder 5%
Control personYes
Since2010
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Pinnacle Strategic Wealth Management, LLC.

TitleOwner
OwnershipOver 75%
Control personYes
Since2010
View Pinnacle Strategic Wealth Management, LLC. →