TM
Thomas Marchozzi
CRD 4933227
Firms
| Firm | Role | As of |
|---|---|---|
| Pinnacle Strategic Wealth Management, Llc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (2)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Hospital & Healthsystem Association Of Pennsylvania Inc | BOARD MEMBER | — | 12/31/2024 |
| Hap Eduaction And Research Services | BOARD MEMBER | — | 12/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Pinnacle Strategic Wealth Management, Llc.
Partner · 50% – 75% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗