RS
Robert R. Skoff
THE PINNACLE FINANCIAL GROUP
HUNTINGTON, NY 11743
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CRD#: 1061739
RS
Professional summary
Robert Ryan Skoff is a registered financial advisor currently at THE PINNACLE FINANCIAL GROUP located in Huntington, New York and LPL FINANCIAL LLC located in Melville, New York.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Robert has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 9/21/2017 - THE PINNACLE FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 09/15/2017 - 130 Hours Per Month/6.5 Hours During Securities Trading - Time Spent 100%. 2. 10/3/2017 - The Pinnacle Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/15/2017 - 130 Hours Per Month/6.5 Hours Securities Trading - Time Spent 100% - I provide investment advisory services through The Pinnacle Financial Group, an independent investment advisor firm. I started this business activity on 10/3/2017. I expect to spend approximately 100 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 4/12/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date - 03/13/2023 - 5 Hours Per Month/1 Hours During Securities Trading
CRS (Client Relationship Summary) - RIA
Click below to view Robert Ryan Skoff's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 20, 2021 - Present
THE PINNACLE FINANCIAL GROUP
Office #1: 866 W Jericho Tpke, Huntington, NY 11743RIA
CRD#: 164395
HUNTINGTON, NY
Current
September 21, 2017 - Present
LPL FINANCIAL LLC
Office #1: 445 Broadhollow Rd Ste 112, Melville, NY 11747RIA
BD
CRD#: 6413
MELVILLE, NY
Past
May 12, 2010 - September 22, 2017
OPPENHEIMER & CO. INC.
RIA
CRD#: 249
HAUPPAUGE, NY
Past
May 12, 2010 - September 22, 2017
OPPENHEIMER & CO. INC.
BD
CRD#: 249
HAUPPAUGE, NY
Past
June 20, 2008 - May 5, 2010
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MELVILLE, NY
Past
June 16, 2008 - May 5, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MELVILLE, NY
Past
November 2, 1994 - June 12, 2008
SEABOARD SECURITIES, INC.
BD
CRD#: 755
FLORHAM PARK, NJ
Past
May 11, 1992 - October 19, 1994
INSTITUTIONAL EQUITY CORPORATION
BD
CRD#: 19628
DALLAS, TX
Past
June 4, 1990 - April 27, 1992
ROBERT TODD FINANCIAL CORP.
BD
CRD#: 7423
NEW YORK, NY
Past
February 9, 1990 - June 12, 1990
VANDERBILT SECURITIES, INC.
BD
CRD#: 14280
Past
January 25, 1990 - June 12, 1990
VANDERBILT SECURITIES, INC.
BD
CRD#: 14280
Past
June 30, 1988 - February 14, 1990
J. T. MORAN & CO., INC.
BD
CRD#: 15655
Past
February 2, 1987 - May 23, 1988
SHERWOOD CAPITAL, INC.
BD
CRD#: 10474
Past
September 24, 1982 - January 31, 1987
FIRST JERSEY SECURITIES, INC.
BD
CRD#: 6621
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TP
THE PINNACLE FINANCIAL GROUP
ARGILLO FINANCIAL GROUP | THE PINNACLE FINANCIAL GROUP | PROSPECT FINANCIAL SERVICES, LLC | PINNACLE WEALTH STRATEGIES GROUP | PINNACLE FINANCIAL CONSULTANTS | PENSION AND WEALTH CONSULTANTS | NSI GROUP | NORTH STAR WEALTH INVESTORS LLC | NORTH STAR WEALTH INVESTORS | NORTH FORK WEALTH MANAGEMENT | MELANDER WEALTH MANAGEMENT | MCKENNA FINANCIAL PLANNING | MARIO MOLINO AND ASSOCIATES | FLAGSHIP WEALTH MANAGEMENT GROUP | FIA FINANCIAL | COLEMAN INVESTMENT MANAGEMENT | ATLANTIC FINANCIAL GROUP
CRD#: 164395 / SEC#: 801-77304
RIA
Registered Investment Advisory firm - (11/9/2012 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Maryland(10/18/2017)
RR
Massachusetts(9/21/2017)
RR
New York(9/21/2017)
IAR
New York(8/20/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TP
THE PINNACLE FINANCIAL GROUP
ARGILLO FINANCIAL GROUP | THE PINNACLE FINANCIAL GROUP | PROSPECT FINANCIAL SERVICES, LLC | PINNACLE WEALTH STRATEGIES GROUP | PINNACLE FINANCIAL CONSULTANTS | PENSION AND WEALTH CONSULTANTS | NSI GROUP | NORTH STAR WEALTH INVESTORS LLC | NORTH STAR WEALTH INVESTORS | NORTH FORK WEALTH MANAGEMENT | MELANDER WEALTH MANAGEMENT | MCKENNA FINANCIAL PLANNING | MARIO MOLINO AND ASSOCIATES | FLAGSHIP WEALTH MANAGEMENT GROUP | FIA FINANCIAL | COLEMAN INVESTMENT MANAGEMENT | ATLANTIC FINANCIAL GROUP
CRD#: 164395 / SEC#: 801-77304
RIA
Registered Investment Advisory firm - (11/9/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9 South Long Beach Road, Rockville Centre, NY 11570
Mailing Address
Phone number
(516) 763-9700
Established
Firm type
Fiscal year end
# of Employees
54
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,538 |
| AUM (Assets Under Management) | $ 1,184,198,113 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THE PINNACLE FINANCIAL GROUP
CRD#: 164395Huntington, NY 11743TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
