Monica Coles, financial advisor East Syracuse NY

Monica Coles

CRD Number: 5445069
Current Firm: Pinnacle Investments, LLC

Monica Coles (CRD# 5445069) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 14 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Pinnacle Investments, LLC Syracuse, NY Feb 2022 - Current 1
Cadaret, Grant & Company, Inc. Syracuse, NY Jan 2019 - Current 4
Americu Credit Union Liverpool, NY Feb 2017 - Jan 2019 1
Morgan Stanley Syracuse, NY Jun 2013 - Feb 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S65 NASAA Investment Advisors Law Examination Sep 2010
Contact Info for Monica A. Coles
Phone Number: 315-251-1101
Registered State(s):
  • IL
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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