# PINNACLE FINANCIAL ADVISORS, LLC

PINNACLE FINANCIAL ADVISORS, LLC of MARLTON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 109947
- Type: SEC-registered investment adviser
- SEC file number: 801-58205
- Location: 11000 LINCOLN DRIVE WEST, SUITE 8, MARLTON, NJ, 08053
- Phone: 856-797-8082
- Latest filing: 2015-03-27
- Regulatory AUM: $210.2M
- Discretionary AUM: $205.4M
- Non-discretionary AUM: $4.9M
- Clients: 8
- Accounts: 597

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| SCHEYER HARRY ISAAC | MEMBER | — |
| METZ MITCHELL JEFFREY | MEMBER; MEMBER/CCO; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| SCHEYER HARRY | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109947/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109947/similar
- Related entities: https://search.stillhousedata.com/firm/109947/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109947

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.