Daniel Cesta has been Shareholder/CCO of Pinnacle Wealth Management Group since November 2015, is a control person of the firm and directly owns 75% or more of it. Daniel Cesta holds a Bachelor of Business Administration from Siena College and a Master's Degree in Taxation (MST) from State University of New York.
Pinnacle Wealth Management Group, Inc. is a Plymouth, MI firm with $244M under management, 209 clients and 4 advisers in one office, as of its September 2026 filing.
Daniel A. Cesta is President and founder of Pinnacle Wealth Management Group, Inc. He serves as a wealth manager to both individuals and businesses and has over 30 years of financial experience. Before forming Pinnacle, he was a Vice President of Investments and Senior Retirement Planning Consultant for UBS Financial Services, Inc., and earlier an Associate Professor of Accounting at Lebanon Valley College of Pennsylvania.
Daniel Cesta’s longest registration is the current one, 10 years at Pinnacle Wealth Management Group since 2016. Before joining Pinnacle Wealth Management Group in 2016, Daniel Cesta was registered through LPL Financial LLC and UBS Financial Services Inc.
- – present · 10 yearsPlymouth, MI · Adviser representative · Firm CRD 281935
- LPL Financial LLC– · 5 yearsPlymouth, MI · Adviser representative · Firm CRD 6413
- UBS Financial Services Inc.– · 2 yearsPlymouth, MI · Adviser representative · Firm CRD 8174
Professional designations
Listed by Pinnacle Wealth Management Group
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP®)
Investment adviser representative registrations
Daniel Cesta is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from February 2016; the most recent is Texas, in October 2025.
- FloridaSince 4 March 2016
- MichiganSince 16 February 2016
- New YorkSince 13 November 2021
- TexasResidentSince 29 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 14 June 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 August 1996 |
| Series 7 | General Securities Representative Examination | 5 August 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 July 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Daniel Anthony Cesta
- CRD
- 2763334
- Firm
- Pinnacle Wealth Management Group · CRD 281935
- Role
- Shareholder/CCO
- Office
- 849 PENNIMAN SUITE 201, Plymouth, MI 48170
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1996
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- pwmgi.com
Where does Daniel Cesta work?
Daniel Cesta has been Shareholder/CCO of Pinnacle Wealth Management Group, Inc. since November 2015, and is a control person of the firm.
Is Daniel Cesta a financial advisor?
Yes. Daniel Cesta has a current investment-adviser registration in Florida, Michigan, New York and Texas, through Pinnacle Wealth Management Group since February 2016.
How many years of experience does Daniel Cesta have?
Daniel Cesta has 30 years in the financial industry, since August 1996, across 3 adviser firms.
What exams has Daniel Cesta passed?
Daniel Cesta has passed 4 licensing exams: the Series 63, Series 7, Series 65 and Series 24. The earliest, the Series 63, was passed in July 1996. FINRA credited Daniel Cesta with the SIE, which began in October 2018.
Where did Daniel Cesta work before Pinnacle Wealth Management Group?
Before Pinnacle Wealth Management Group, Daniel Cesta was registered through UBS Financial Services Inc., September 2002 to May 2005.
Where is Daniel Cesta based?
Daniel Cesta’s registered office is in Plymouth, MI.
Is Daniel Cesta registered with FINRA?
Yes. Daniel Cesta has a current broker registration, under CRD 2763334.
Source: FINRA BrokerCheck
Is Daniel Cesta a CFP?
Pinnacle Wealth Management Group lists Daniel Cesta with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Daniel Cesta’s record?
Search CRD 2763334 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Daniel Cesta’s full registration record.