David W. Armstrong

PINNACLE INVESTMENT ADVISORS

Ann Arbor, MI 48104

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CRD#: 4599259

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.

CURRENTLY, I AM A SHAREHOLDER AND EMPLOYED FULL-TIME WITH AN ACCOUNTING FIRM, EDWARDS, ELLIS, STANLEY, ARMSTRONG, BOWREN & CO. THIS BUSINESS IS NOT INVESTMENT RELATED. THE ADDRESS IS 206 S 4TH AVENUE, ANN ARBOR, MI 48104. THE BUSINESS IS A CPA FIRM WHICH PROVIDES TAX AND AUDIT SERVICES TO BOTH INDIVIDUALS AND BUSINESSES. I HAVE BEEN EMPLOYED WITH THE FIRM SINCE JANUARY 1992. AS A FULL-TIME EMPLOYEE, I AVERAGE 200 HOURS MONTHLY. I AM A TAX PARTNER AT THE FIRM.

Blog Corner

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^®

Certified Financial Planner

Start date: 2005

Experience

Current

January 28, 2010 - Present

PINNACLE INVESTMENT ADVISORS, LLC

Office #1: 206 S.4th Avenue, Ann Arbor, MI 48104

RIA

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)

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

Current Firm

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)

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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

Documents

Latest Form ADV

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
02/07/2025	Cover Page	Report
12/07/2023	Cover Page	Report
12/06/2022	Cover Page	Report

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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David W. Armstrong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David William Armstrong's CRS (Customer Relationship Summary).

Certified licenses

Experience

PINNACLE INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

PINNACLE INVESTMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PINNACLE INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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