Pinnacle Associates, Ltd.
Pinnacle Associates, Ltd. (CRD# 110631) is a financial advisory firm headquartered in New York, NY. They manage $6,594,758,482 in 5,378 accounts and serve the financial needs of clients across 35 states (or territories).
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Total Assets Under Management6,595MILLION
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Total Number of Accounts5,378ACCOUNTS
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Average Account Value$1,226,247
- 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
Jonathan Mark (CRD# 2160974) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Westport, CT and has over 31 years of experience in the finance industry.
Peter Marron (CRD# 1283548) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 39 years of experience in the finance industry.
George McVey (CRD# 2761754) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Richmond, VA and has over 26 years of experience in the finance industry.
Thomas Neuhaus (CRD# 2661389) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Richmond, VA and has over 28 years of experience in the finance industry.
John Passios (CRD# 4361196) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Westport, CT and has 1 year of experience in the finance industry.
Kimon Passios (CRD# 2844957) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Westport, CT and has over 27 years of experience in the finance industry.
Edgar Perez (CRD# 2151600) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 28 years of experience in the finance industry.
Timothy Piacentini (CRD# 2191886) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Red Bank, NJ and has over 32 years of experience in the finance industry.
Reginald Pickral (CRD# 4588214) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 19 years of experience in the finance industry.
Richard Rosen (CRD# 1295265) 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.