UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
4yrs
Lan Dong
Financial advisor at Pinnacle Stream Capital
Based in Dallas, Texas, Lan Dong is a financial advisor with 4 years of industry experience. Lan has been with Pinnacle Stream Capital since 2022. Lan holds the CFA designation.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeDallas, TX
How the firm is paid ?Percent of assets
Typical client at the firm ?$837,199
Advisors at the firm2
States licensed ?1 state
Services through Pinnacle Stream Capital
Investment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2022 – nowPinnacle Stream Capital LLCCurrent firm
Contact Lan
(972) 740-9166Pinnacle Stream Capital main office Dallas, TXOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Lan
Tailored to Lan’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lan
How do I contact Lan?
Call Pinnacle Stream Capital at (972) 740-9166 and ask for Lan Dong. Lan works from the Dallas, TX office.
How long has Lan been a financial advisor?
Lan has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Lan hold?
No exams are listed on the official record.
Is Lan a fiduciary?
Lan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Lan paid?
Pinnacle Stream Capital reports being paid by a percentage of the assets they manage. Ask Lan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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