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).

Current Firm Details
286 Madison Avenue, 20th Floor, New York, NY 10017
http://pinnacleinsights.org/
By the Numbers
  • Total Assets Under Management
    8,136
    MILLION
  • Total Number of Accounts
    6,144
    ACCOUNTS
  • Average Account Value
    $1,324,160
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
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, UT, VA, VT, WA, WI

Financial Advisors at Pinnacle Associates, Ltd.
Showing 1 - 10 of 29 top financial advisors.
1
John Bocock, financial advisor Richmond VA
John H. Bocock
CRD#: 2856099
7231 Forest Avenue, Suite 204, Richmond, VA 23226

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.

2
Carmine Davino, financial advisor Red Bank NJ
Carmine N. Davino
CRD#: 2693235
47 Reckless Place, Red Bank, NJ 07701

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.

3
Thomas Farrell, financial advisor New York NY
Thomas W. Farrell
CRD#: 3250992
286 Madison Avenue, 20th Floor, New York, NY 10017

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.

4
Ryan Fause, financial advisor Red Bank NJ
Ryan A. Fause
CRD#: 2681929
47 Reckless Place, Red Bank, NJ 07701

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.

5
James Ferrare, financial advisor Red Bank NJ
James F. Ferrare
CRD#: 1557895
47 Reckless Place, Red Bank, NJ 07701

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.

6
Eric Freedgood, financial advisor New York NY
Eric N. Freedgood
CRD#: 5147973
286 Madison Avenue, 20th Floor, New York, NY 10017

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.

7
Alice Gabriele, financial advisor New York NY
Alice A. Gabriele
CRD#: 1361688
286 Madison Avenue, 20th Floor, New York, NY 10017

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.

8
Joseph Godsey, financial advisor New York NY
Joseph C. Godsey
CRD#: 1713214
286 Madison Avenue, 20th Floor, New York, NY 10017

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.

9
Austin Hagaman, financial advisor Red Bank NJ
Austin Hagaman
CRD#: 5961221
47 Reckless Place, Red Bank, NJ 07701

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.

10
Monica Jalife, financial advisor New York NY
Monica J. Jalife
CRD#: 4775856
286 Madison Avenue, 20th Floor, New York, NY 10017

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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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