Thomas Marchozzi has been Partner of Pinnacle Strategic Wealth Management since October 2010, is a control person of the firm and directly owns under 5% of it.
Pinnacle Strategic Wealth Management, LLC. is a King of Prussia, PA firm with $146M under management, 501 clients and 2 advisers across 2 offices, as of its October 2026 filing.
Thomas Marchozzi’s longest registration is the current one, 15 years at Pinnacle Strategic Wealth Management since 2011. Before joining Pinnacle Strategic Wealth Management in 2011, Thomas Marchozzi was registered through Simon Capital Management and Ameriprise Financial Services, Inc.
- – present · 15 yearsKing of Prussia, PA · Adviser representative · Firm CRD 155652
- Simon Capital Management– · under a yearArdmore, PA · Adviser representative · Firm CRD 132581
- Ameriprise Financial Services, Inc.– · 4 yearsCoon Rapids, MN · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Thomas Marchozzi is registered as an investment adviser representative in Pennsylvania, since February 2011.
- PennsylvaniaSince 24 February 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 July 2005 |
| Series 7 | General Securities Representative Examination | 5 July 2005 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4933227
- Firm
- Pinnacle Strategic Wealth Management · CRD 155652
- Role
- Partner
- Office
- 630 FREEDOM BUSINESS CENTER, THIRD FLOOR, King of Prussia, PA 19406
- Registration
- Investment adviser registration
- In the industry since
- March 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Thomas Marchozzi work?
Thomas Marchozzi has been Partner of Pinnacle Strategic Wealth Management, LLC. since October 2010, and is a control person of the firm.
Is Thomas Marchozzi a financial advisor?
Yes. Thomas Marchozzi has a current investment-adviser registration in Pennsylvania, through Pinnacle Strategic Wealth Management since February 2011.
How many years of experience does Thomas Marchozzi have?
Thomas Marchozzi has 20 years in the financial industry, since March 2006, across 3 adviser firms.
What exams has Thomas Marchozzi passed?
Thomas Marchozzi has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2005.
Where did Thomas Marchozzi work before Pinnacle Strategic Wealth Management?
Before Pinnacle Strategic Wealth Management, Thomas Marchozzi was registered through Ameriprise Financial Services, Inc., July 2005 to October 2009.
Where is Thomas Marchozzi based?
Thomas Marchozzi’s registered office is in King of Prussia, PA.
Is Thomas Marchozzi registered with FINRA?
No. Thomas Marchozzi has no current broker registration.
How can I verify Thomas Marchozzi’s record?
Search CRD 4933227 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Marchozzi’s full registration record.