Pinnacle Investments, LLC

Pinnacle Investments, LLC (CRD# 142910) is a financial advisory firm headquartered in Syracuse, NY. They manage $339,422,493 in 1,441 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    339
    MILLION
  • Total Number of Accounts
    1,441
    ACCOUNTS
  • Average Account Value
    $235,546
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, MD, NC, NJ, NY, PA, SC, VA

Financial Advisors at Pinnacle Investments, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Keith H. Van Etten
CRD#: 1427093
244 North Main Street, Mansfield, MA 02048
96
Wealthminder
score

Keith Van Etten (CRD# 1427093) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Mansfield, MA and has over 28 years of experience in the finance industry. Keith Van Etten has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Bridget Ball Shaw
CRD#: 4285536
507 Plum Street, Syracuse, NY 13204
93
Wealthminder
score

Bridget Ball Shaw (CRD# 4285536) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Syracuse, NY and has over 16 years of experience in the finance industry.

3
Jeffrey D. Dzwonkowski
CRD#: 6260017
507 Plum Street, Suite 120, Syracuse, NY 13204
90
Wealthminder
score

Jeffrey Dzwonkowski (CRD# 6260017) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Syracuse, NY and has over 4 years of experience in the finance industry.

4
Brandon R. Kidd
CRD#: 6424076
507 Plum Street, Syracuse, NY 13204
90
Wealthminder
score

Brandon Kidd (CRD# 6424076) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Syracuse, NY and has over 3 years of experience in the finance industry.

5
Stephen Y. Chow
CRD#: 46135
507 Plum Street, Syracuse, NY 13204
83
Wealthminder
score

Stephen Chow (CRD# 46135) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Syracuse, NY and has over 33 years of experience in the finance industry.

6
Dean S. Dellas
CRD#: 5596286
507 Plum Street, Syracuse, NY 13204
68
Wealthminder
score

Dean Dellas (CRD# 5596286) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Syracuse, NY and has over 9 years of experience in the finance industry.

7
Robert S. Beck
CRD#: 2121454
1515 Market Street, Ste 1200, Philadelphia, PA 19102
41
Wealthminder
score

Robert Beck (CRD# 2121454) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Philadelphia, PA and has over 27 years of experience in the finance industry. Robert Beck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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