Pinnacle Associates, Ltd.

Pinnacle Associates, Ltd. (CRD# 110631) is a financial advisory firm headquartered in New York, NY. They manage $6,098,162,000 in 4,026 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,098
    MILLION
  • Total Number of Accounts
    4,026
    ACCOUNTS
  • Average Account Value
    $1,514,695
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, VA, VT, WA, WI

Financial Advisors at Pinnacle Associates, Ltd.
Showing 1 - 10 of 16 top financial advisors.
1
Thomas W. Farrell
CRD#: 3250992
465 South Street, Morristown, NJ 07960
96
Wealthminder
score

Thomas Farrell (CRD# 3250992) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Morristown, NJ and has over 18 years of experience in the finance industry. Thomas Farrell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Eric N. Freedgood
CRD#: 5147973
335 Madison Avenue, Suite 1100, New York, NY 10017
96
Wealthminder
score

Eric Freedgood (CRD# 5147973) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 11 years of experience in the finance industry.

3
Monica J. Jalife
CRD#: 4775856
Winter Garden, FL
96
Wealthminder
score

Monica Jalife (CRD# 4775856) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Winter Garden, FL and has over 14 years of experience in the finance industry. Monica Jalife has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Peter N. Marron
CRD#: 1283548
One Station Place, Stamford, CT 06902
96
Wealthminder
score

Peter Marron (CRD# 1283548) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Stamford, CT and has over 33 years of experience in the finance industry.

5
Timothy J. Piacentini
CRD#: 2191886
47 Reckless Place, Red Bank, NJ 07701
96
Wealthminder
score

Timothy Piacentini (CRD# 2191886) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Red Bank, NJ and has over 26 years of experience in the finance industry.

6
Ryan A. Fause
CRD#: 2681929
47 Reckless Place, Red Bank, NJ 07701
93
Wealthminder
score

Ryan Fause (CRD# 2681929) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Red Bank, NJ and has over 22 years of experience in the finance industry.

7
Alice A. Gabriele
CRD#: 1361688
200 Broadhollow Rd., Melville, NY 11747
93
Wealthminder
score

Alice Gabriele (CRD# 1361688) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Melville, NY and has over 17 years of experience in the finance industry.

8
Jonathan D. Mark
CRD#: 2160974
One Station Place, Stamford, CT 06902
93
Wealthminder
score

Jonathan Mark (CRD# 2160974) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Stamford, CT and has over 26 years of experience in the finance industry.

9
Kimon Passios
CRD#: 2844957
One Station Place, Metro Center, Stamford, CT 06902
93
Wealthminder
score

Kimon Passios (CRD# 2844957) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Stamford, CT and has over 21 years of experience in the finance industry.

10
Edgar N. Perez
CRD#: 2151600
335 Madison Avenue, Suite 1100, New York, NY 10017
93
Wealthminder
score

Edgar Perez (CRD# 2151600) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 22 years of experience in the finance industry.

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