RD
Robert W. Danuloff
PINNACLE ADVISORS
Mansfield, OH 44902
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CRD#: 5495861
RD
Professional summary
Robert William Danuloff is a registered financial advisor currently at PINNACLE ADVISORS located in Mansfield, Ohio.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Robert has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
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.
Business Name: DANULOFF LLC POSITION: Single Owner NATURE: LLC for tax purposes INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 08/01/2018 ADDRESS: 3568 Oakstone Drive, Ontario OH 44903, United States DESCRIPTION: None, it is not an actual business outside of my activities as Rob Danuloff as part of Kestra, it is simply to elect an S-corp for taxation purposes. Business Name: Mansfield Noon Optimist Club Investment Related: No Address: 1600 Lexington Ave Mansfield OH 44903 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Treasurer Start Date: 10/5/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I will be the Treasurer on the Board responsible for sending out dues invoices, collecting dues checks, distributing charitable donations.
CRS (Client Relationship Summary) - RIA
Click below to view Robert William Danuloff'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®
NoneExperience
Current
October 3, 2024 - Present
PINNACLE ADVISORS
Office #1: 6 West 3rd St. Ste 100, Mansfield, OH 44902RIA
CRD#: 106817
Mansfield, OH
Past
December 14, 2016 - October 7, 2024
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
ONTARIO, OH
Past
December 14, 2016 - October 7, 2024
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Ontario, OH
Past
January 30, 2015 - December 31, 2016
STONEX ADVISORS INC.
RIA
CRD#: 174182
BIRMINGHAM, AL
Past
September 12, 2014 - December 31, 2016
STONEX SECURITIES INC.
BD
CRD#: 18456
ONTARIO, OH
Past
July 6, 2010 - January 30, 2015
WRP INVESTMENTS, INC.
RIA
CRD#: 7365
ONTARIO, OH
Past
June 30, 2010 - September 12, 2014
WRP INVESTMENTS, INC.
BD
CRD#: 7365
ONTARIO, OH
Past
May 27, 2008 - July 8, 2010
LPL FINANCIAL LLC
RIA
CRD#: 6413
WORTHINGTON, OH
Past
April 17, 2008 - July 8, 2010
LPL FINANCIAL LLC
BD
CRD#: 6413
WORTHINGTON, 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(10/3/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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 (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,513 |
| AUM (Assets Under Management) | $ 1,939,495,799 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2023 | ||
| 12/22/2022 |
Red Flags
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Company Information
PINNACLE ADVISORS
CRD#: 106817Mansfield, OH 44902TRUST BUT VERIFY
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