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AG

Anthony Gigliotti

PINNACLE ADVISORS | Financial Consultant
Columbus, OH 43235
Some features on this profile are disabled
CRD#: 5447463
AG

Professional summary

Anthony Gigliotti, CFP®, who also goes by Anthony Brian Gigliotti, Anthony B Gigliotti, is a registered financial advisor currently at PINNACLE ADVISORS located in Columbus, Ohio.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Anthony has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Biography

I help my clients gain a true understanding of their financial picture by starting with a dynamic and engaging relationship. Next we collaborate on developing any goals you have. Once we've established what we are striving for, we develop a financial plan that maps out how we work toward those goals to achieve a sense of fulfillment in you and your family's life.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anthony Brian Gigliotti | Anthony B Gigliotti

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Gigliotti'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®
CFP®

Certified Financial Planner

Education

Miami University

Bachelor of Accountancy - Accountancy

2005

Experience

Current

April 16, 2026 - Present

PINNACLE ADVISORS

Office #1: 131 Dillmont Dr, Ste 101, Columbus, OH 43235
RIA
CRD#: 106817
Columbus, OH
Past

May 16, 2024 - April 12, 2026

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Westerville, OH
Past

May 16, 2024 - April 12, 2026

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Westerville, OH
Past

April 17, 2023 - April 22, 2024

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
NAPLES, FL
Past

April 12, 2023 - April 22, 2024

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
NAPLES, FL
Past

September 11, 2020 - April 20, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
NAPLES, FL
Past

September 3, 2020 - April 10, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
NAPLES, FL
Past

November 26, 2018 - August 17, 2020

MORGAN STANLEY

RIA
CRD#: 149777
FT. MYERS, FL
Past

November 20, 2018 - August 17, 2020

MORGAN STANLEY

BD
CRD#: 149777
FT. MYERS, FL
Past

December 7, 2015 - November 23, 2018

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
ESTERO, FL
Past

December 1, 2015 - November 23, 2018

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
ESTERO, FL
Past

August 26, 2015 - October 13, 2015

EDWARD JONES

RIA
CRD#: 250
ESTERO, FL
Past

June 30, 2015 - October 13, 2015

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

May 10, 2013 - June 5, 2015

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
BONITA SPRINGS, FL
Past

November 12, 2007 - August 3, 2009

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CINCINNATI, OH

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".
PA
PINNACLE ADVISORS
LIFETIME PLANNING PINNACLE ADVISORS, INC. | PPCS FINANCIAL PLANNING SERVICES | PINNACLE WEALTH PLANNING SERVICES, INC. | PINNACLE RETIREMENT PLAN SERVICES | PINNACLE INVESTORS ADVISORY CORP | PINNACLE FIDUCIARY CONSULTING GROUP | PINNACLE FAMILY OFFICE | PINNACLE ADVISORS

CRD#: 106817 / SEC#: 801-51715

RIA
Registered Investment Advisory firm - (5/30/1996 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.

Highlighted states indicate IAR registrations

IAR
Ohio
(4/16/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/24/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/13/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/5/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/9/2013
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PA
PINNACLE ADVISORS
LIFETIME PLANNING PINNACLE ADVISORS, INC. | PPCS FINANCIAL PLANNING SERVICES | PINNACLE WEALTH PLANNING SERVICES, INC. | PINNACLE RETIREMENT PLAN SERVICES | PINNACLE INVESTORS ADVISORY CORP | PINNACLE FIDUCIARY CONSULTING GROUP | PINNACLE FAMILY OFFICE | PINNACLE ADVISORS

CRD#: 106817 / SEC#: 801-51715

RIA
Registered Investment Advisory firm - (5/30/1996 Approved)
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Contact information

Main Address
6 West 3rd St. Ste 100, Mansfield, OH 44902
Mailing Address
Phone number
(419) 526-5226
Established
Firm type
Fiscal year end
# of Employees
35

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PINNACLE DISCLOSURE BROCHURE (10/9/2025)

Regulatory assets under management

Total Number of Accounts3,513
AUM (Assets Under Management)$ 1,939,495,799

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2023
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.

Company Information

PINNACLE ADVISORS

Financial ConsultantCRD#: 106817Columbus, OH 43235

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Contact information

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