TA
Theodore R. Agrillo
THE PINNACLE FINANCIAL GROUP
Bethpage, NY 11714
Some features on this profile are disabled
CRD#: 2288330
TA
Professional summary
Theodore Richard Agrillo III, who also goes by Ted Agrillo, Theodore Richard Agrillo Jr, Theodore Richard Agrillo, is a registered financial advisor currently at THE PINNACLE FINANCIAL GROUP located in Bethpage, New York and PURSHE KAPLAN STERLING INVESTMENTS located in Bethpage, New York.
Theodore is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Theodore has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 62 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ted Agrillo | Theodore Richard Agrillo Jr | Theodore Richard Agrillo
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) 05/22/2013 - THE PINNACLE FINANCIAL GROUP DBA Agrillo Financial Group - REGISTERED INVESTMENT ADVISOR . Investment Related. At Registered Location. RIA. IAR/Financial Advisor. 80 hrs/month with 70 during trading hours. Asset manager. (2) 6/4/2018 - Multiplex Planning - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Owner - Start Date: 01/01/1999 - 50 Hours Per Month/50 Hours During Securities Trading - 100% owner. (3) Fixed Insurance. Investment Related. At registered location. Independent Insurance Agency. Agent. Fixed/traditional insurance. 1/2024. 1 hr/month all during trading hours. Provide insurance advice based on the needs of clients. 4) Financial Strategies Group. Investment Related. 805 S McHenry Ave Crystal Lake, IL 60014. Fixed Insurance. Agent. Start Date: 10/01/24. 2 hrs/ month; 1 during trading hours. They put together strategies for high net worth clients using charitable + load trusts, they are funded with life insurance.
CRS (Client Relationship Summary) - RIA
Click below to view Theodore Richard Agrillo III'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 27, 2021 - Present
THE PINNACLE FINANCIAL GROUP
Office #1: 535 Stewart Ave, Bethpage, NY 11714RIA
CRD#: 164395
Bethpage, NY
Current
February 28, 2024 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 535 Stewart Aven, Bethpage, NY 11714BD
CRD#: 35747
Bethpage, NY
Past
February 18, 2000 - December 31, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
BETHPAGE, NY
Past
July 28, 1998 - August 28, 1998
FIRST ASSET MANAGEMENT, INC.
BD
CRD#: 17341
GARDEN CITY, NY
Past
February 9, 1998 - February 29, 2000
RNR SECURITIES, L.L.C.
BD
CRD#: 43689
EAST MEADOW, NY
Past
December 4, 1995 - February 2, 1998
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
September 12, 1994 - September 20, 1995
FAIRCHILD FINANCIAL GROUP, INC.
BD
CRD#: 21404
NEW YORK, NY
Past
April 15, 1993 - September 21, 1994
J. GREGORY & COMPANY, INC.
BD
CRD#: 14892
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
Arizona(4/9/2024)
RR
California(2/29/2024)
RR
Colorado(4/25/2024)
RR
Connecticut(2/29/2024)
RR
Delaware(3/13/2024)
RR
District of Columbia(3/6/2024)
RR
Florida(7/29/2024)
RR
Maryland(4/22/2024)
RR
Nevada(3/6/2024)
RR
New Jersey(3/6/2024)
IAR
New York(8/27/2021)
RR
New York(3/5/2024)
RR
North Carolina(3/6/2024)
RR
Pennsylvania(3/8/2024)
RR
Virginia(3/11/2024)
RR
Washington(4/18/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 4/14/1993
Corporate Securities Limited Representative ExaminationPrincipal/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
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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.
