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).

By the Numbers
  • Total Assets Under Management
    6,595
    MILLION
  • Total Number of Accounts
    5,378
    ACCOUNTS
  • Average Account Value
    $1,226,247
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 11 - 20 of 25 top financial advisors.
11
Jonathan D. Mark
CRD#: 2160974
55 Post Road West, Westport, CT 06880

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.

12
Peter N. Marron
CRD#: 1283548
286 Madison Avenue, 20th Floor, New York, NY 10017

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.

13
George J. McVey
CRD#: 2761754
7231 Forest Avenue, Suite 204, Richmond, VA 23226

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.

14
Thomas F. Neuhaus
CRD#: 2661389
7231 Forest Avenue, Suite 204, Richmond, VA 23226

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.

15
John T. Passios
CRD#: 4361196
55 Post Road West, Westport, CT 06880

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.

16
Kimon Passios
CRD#: 2844957
55 Post Road West, Westport, CT 06880

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.

17
Edgar N. Perez
CRD#: 2151600
286 Madison Avenue, 20th Floor, New York, NY 10017

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.

18
Timothy J. Piacentini
CRD#: 2191886
47 Reckless Place, Red Bank, NJ 07701

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.

19
Reginald G. Pickral
CRD#: 4588214
286 Madison Avenue, 20th Floor, New York, NY 10017

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.

20
Richard A. Rosen
CRD#: 1295265
286 Madison Avenue, 20th Floor, New York, NY 10017

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.

PREV ... 1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.