Pinnacle Associates, Ltd.
Pinnacle Associates, Ltd. (CRD# 110631) is a financial advisory firm headquartered in New York, NY. They manage $8,135,641,729 in 6,144 accounts and serve the financial needs of clients across 35 states (or territories).
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Total Assets Under Management8,136MILLION
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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
John Bocock (CRD# 2856099) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Richmond, VA and has over 27 years of experience in the finance industry.
Carmine Davino (CRD# 2693235) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Red Bank, NJ and has 1 year of experience in the finance industry.
Thomas Farrell (CRD# 3250992) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 24 years of experience in the finance industry.
Ryan Fause (CRD# 2681929) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Red Bank, NJ and has over 28 years of experience in the finance industry.
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.
Eric Freedgood (CRD# 5147973) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 17 years of experience in the finance industry.
Alice Gabriele (CRD# 1361688) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 23 years of experience in the finance industry.
Joseph Godsey (CRD# 1713214) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 31 years of experience in the finance industry.
Austin Hagaman (CRD# 5961221) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Red Bank, NJ and has over 11 years of experience in the finance industry.
Monica Jalife (CRD# 4775856) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 20 years of experience in the finance industry.