Eddison C. Millington

PINNACLE WEALTH MANAGEMENT GROUP

Plymouth, MI 48170

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CRD#: 2892939

Professional summary

Eddison Charles Millington II, who also goes by Ed Millington II, Eddison Charles Millington, is a registered financial advisor currently at PINNACLE WEALTH MANAGEMENT GROUP, INC. located in Plymouth, Michigan and PRIVATE CLIENT SERVICES, LLC located in Plymouth, Michigan.

Eddison is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Eddison has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ed Millington Ii | Eddison Charles Millington

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.

Pinnacle Wealth Management Group, Inc., RIA, Investment Adviser Representative; approximately 160 hrs. monthly during trading hours; compensated by fees. Licensed Insurance Agent, Investment related, Insurance sales, appriximately 10 hrs. monthly.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eddison Charles Millington II's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 19, 2018 - Present

PINNACLE WEALTH MANAGEMENT GROUP, INC.

Office #1: 849 Penniman Suite 201, Plymouth, MI 48170

RIA

CRD#: 281935

Plymouth, MI

Current

June 22, 2017 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 849 Penniman Suite 201, Plymouth, MI 48170

RIA

CRD#: 120222

Plymouth, MI

Past

January 30, 2015 - May 30, 2017

SEI INVESTMENTS MANAGEMENT CORP

RIA

CRD#: 105146

BRIGHTON, MI

Past

January 20, 2015 - May 30, 2017

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

Past

September 20, 2013 - August 26, 2014

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

JERSEY CITY, NJ

Past

December 11, 2004 - September 11, 2013

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 107622

NEW YORK CITY, NY

Past

October 20, 2003 - December 11, 2004

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 6695

NEWPORT BEACH, CA

Past

November 21, 2000 - October 13, 2003

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

March 8, 2000 - October 18, 2000

EQUITABLE DISTRIBUTORS, LLC

CRD#: 25900

CHARLOTTE, NC

Past

October 5, 1998 - April 10, 2000

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Past

February 10, 1998 - April 10, 2000

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

FRANKLIN, TN

Past

June 6, 1997 - February 5, 1998

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

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".

PINNACLE WEALTH MANAGEMENT GROUP, INC.

CRD#: 281935 / SEC#: 801-113407

RIA

Registered Investment Advisory firm - (6/8/2018 Approved)

Florida

Registered Investment Advisory firm - (8/20/2018 Terminated)

Michigan

Registered Investment Advisory firm - (8/21/2018 Terminated)

New York

Registered Investment Advisory firm - (8/20/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/21/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Colorado
(1/5/2018)

Florida
(1/5/2018)

Kentucky
(1/5/2018)

Michigan
(6/22/2017)

IAR

Michigan
(3/19/2018)

New York
(1/5/2018)

IAR

New York
(11/13/2021)

Pennsylvania
(1/5/2018)

South Carolina
(1/5/2018)

Texas
(9/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/30/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/19/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/11/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/5/1997

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

PINNACLE WEALTH MANAGEMENT GROUP, INC.

CRD#: 281935 / SEC#: 801-113407

RIA

Registered Investment Advisory firm - (6/8/2018 Approved)

Florida

Registered Investment Advisory firm - (8/20/2018 Terminated)

Michigan

Registered Investment Advisory firm - (8/21/2018 Terminated)

New York

Registered Investment Advisory firm - (8/20/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/21/2018 Terminated)

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Contact information

Main Address

849 Penniman Suite 201, Plymouth, MI 48170

Mailing Address

Phone number

(734) 667-5581

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/20/2025)

ADV PART 2B - SUPPLEMENTAL BROCHURES (3/20/2025)

APPENDIX 1 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	590
AUM (Assets Under Management)	$ 212,749,421

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Eddison C. Millington

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eddison Charles Millington II's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

SEI INVESTMENTS MANAGEMENT CORP

SEI INVESTMENTS DISTRIBUTION CO.

COREBRIDGE CAPITAL SERVICES, INC.

METLIFE INVESTORS DISTRIBUTION COMPANY

METLIFE INVESTORS DISTRIBUTION COMPANY

TRANSAMERICA CAPITAL, LLC

EQUITABLE DISTRIBUTORS, LLC

NATIONAL PLANNING CORPORATION

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

NATIONAL PLANNING CORPORATION

Primary Firm SEC Registration

PINNACLE WEALTH MANAGEMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2015

Series 63

Date: 10/19/1998

SIE

Date: 10/1/2018

Series 7

Date: 2/11/2013

Series 6

Date: 6/5/1997

FINRA

Current Firm

PINNACLE WEALTH MANAGEMENT GROUP, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PINNACLE WEALTH MANAGEMENT GROUP, INC.

TRUST BUT VERIFY

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