Lester Michael Wohl
Professional Summary
Lester Michael Wohl, who also goes by Lester Wohl, is a registered financial advisor currently at PINNACLE FINANCIAL SERVICES, LLC located in Armonk, New York. Lester is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Lester has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lester Wohl
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
LEVINE, NEIDER WOHL LLP | PINNACLE FINANCIAL SERVICES, LLC | PINNACLE FINANCIAL SERVICES LLC | NEIDER & WOHL, LLP
Contact Information
Main Address
7 Greenbriar Circle, Armonk, NY 10504Phone Number
(914) 261-4377# of Employees
2Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(8/19/2021)
(7/22/2024)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Lester Michael Wohl's CRS (Customer Relationship Summary).
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