Adam Gladstone is a control person of Pinnacle Wealth Advisors and directly owns under 5% of it.
Pinnacle Wealth Advisors is an investment adviser based in Clackamas, OR, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $550 million, as filed on 16 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5976994
- Firm
- Pinnacle Wealth Advisors · CRD 117517
- Role
- Chief Compliance Officer
- In role since
- March 2026 · under a year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Clackamas, OR
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Adam Gladstone work?
Adam Gladstone has been Chief Compliance Officer of Pinnacle Wealth Advisors, LLC since March 2026, and is a control person of the firm.
How can I verify Adam Gladstone’s record?
Adam Gladstone’s role is listed on Pinnacle Wealth Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 117517.
