DA
David W. Armstrong
PINNACLE INVESTMENT ADVISORS
Ann Arbor, MI 48104
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CRD#: 4599259
DA
Professional summary
David William Armstrong, CFP® is a registered financial advisor currently at PINNACLE INVESTMENT ADVISORS, LLC located in Ann Arbor, Michigan.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. David has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view David William Armstrong'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®
CFP®
Start date: 2005
Experience
Current
January 28, 2010 - Present
PINNACLE INVESTMENT ADVISORS, LLC
Office #1: 206 S.4th Avenue, Ann Arbor, MI 48104RIA
CRD#: 149495
Ann Arbor, MI
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.Highlighted states indicate IAR registrations
IAR
Florida(6/7/2013)
IAR
Michigan(1/28/2010)
Exams
Current Firm
PI
PINNACLE INVESTMENT ADVISORS, LLC
PINNACLE INVESTMENT ADVISORS, LLC
CRD#: 149495 / SEC#:
Florida
Registered Investment Advisory firm - (6/7/2013 Approved)Michigan
Registered Investment Advisory firm - (5/27/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
206 S.4th Avenue, Ann Arbor, MI 48104
Mailing Address
Phone number
(734) 662-1746
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 43 |
| AUM (Assets Under Management) | $ 69,095,743 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/19/2026 | ||
| 02/07/2025 | ||
| 12/07/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
