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
Ann Schnorrenberg (CRD# 1678943) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Bethesda, MD and has over 8 years of experience in the finance industry.
William Sizemore (CRD# 1304864) 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.
Harold Stein (CRD# 2478110) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 29 years of experience in the finance industry.
Michael Delfino (CRD# 2478229) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has 1 year of experience in the finance industry.
Donald Dowd (CRD# 1870120) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 35 years of experience in the finance industry.
King Harris (CRD# 851327) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 44 years of experience in the finance industry.
Mark Lucci (CRD# 7395576) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Irvine, CA and has 1 year of experience in the finance industry.
Max Schaul (CRD# 7884060) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has 1 year of experience in the finance industry.
Alexander Smit (CRD# 7264831) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Red Bank, NJ and has 1 year of experience in the finance industry.