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.
| Title | Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2010 |
Pinnacle Strategic Wealth Management, LLC.
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2010 |