Adam Desimone (CRD# 5048830) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Great Meadows, NJ and has over 18 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 6216148
Precision Financial Services
CRD# 4121049
Weyhill Investment Counsel, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Investments, LLC | Syracuse, NY | Apr 2022 - Current | 2 |
| Valic Financial Advisors, Inc. | Berkeley Heights, NY | Feb 2019 - Apr 2022 | 3 |
| Allstate Insurance Company | Pequannock, NJ | May 2017 - Jan 2019 | 1 |
| Nav Capital Partners / Canard Capital LLC | Princeton, NJ | Nov 2011 - Apr 2017 | 5 |
| Terranova Capital Equities, Inc. | New York, NY | Oct 2015 - Nov 2016 | 1 |
| Ceros Financial Services, Inc. | Rockville, MD | Jan 2014 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- NJ
- NY
- PA
-
Total Assets Under Management965MILLIONS
-
Total Number of Accounts2,797ACCOUNTS
-
Average Account Value$344,973
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
RI
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