Pinnacle Private Wealth LLC has joined the broker/dealer and hybrid registered investment adviser custodial platforms of Triad Advisors LLC.
Woburn, Mass.-based Pinnacle brings $750 million in total advisory and brokerage client assets. It has seven financial advisers and three support staff. Pinnacle provides financial planning, investment and risk management, and retirement planning services for pre-retirees and high-net-worth individuals.
Triad Advisors is a subsidiary of Ladenburg Thalmann Financial Services Inc.
