James Ferrare (CRD# 1557895) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Red Bank, NJ and has 1 year of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Wealth Management Advisory Group, LLC | Red Bank, NJ | Sep 2011 - Current | 12 |
| Pinnacle Associates, Ltd. | New York, NY | Feb 1999 - Current | 25 |
- CT
- NJ
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Total Assets Under Management8,136MILLIONS
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Total Number of Accounts6,144ACCOUNTS
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Average Account Value$1,324,160
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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