Pinnacle Investments, LLC

Pinnacle Investments, LLC (CRD# 142910) is a financial advisory firm headquartered in East Syracuse, NY. They manage $848,392,653 in 2,670 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057
https://www.linkedin.com/company/pinnacle-investments-llc
By the Numbers
  • Total Assets Under Management
    848
    MILLION
  • Total Number of Accounts
    2,670
    ACCOUNTS
  • Average Account Value
    $317,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

RI

Financial Advisors at Pinnacle Investments, LLC
Showing 1 - 10 of 56 top financial advisors.
1
Bridget Ball Shaw, financial advisor East Syracuse NY
Bridget Ball Shaw
CRD#: 4285536
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Bridget Ball Shaw (CRD# 4285536) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 22 years of experience in the finance industry.

2
Robert Beck, financial advisor Philadelphia PA
Robert S. Beck
CRD#: 2121454
1515 Market Street, Ste 1200, Philadelphia, PA 19102

Robert Beck (CRD# 2121454) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Philadelphia, PA and has over 32 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.

3
John Buss, financial advisor East Syracuse NY
John Buss
CRD#: 6069581
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

John Buss (CRD# 6069581) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 10 years of experience in the finance industry.

4
William Callahan, financial advisor West Palm Beach FL
William F. Callahan
CRD#: 2231750
West Palm Beach, FL

William Callahan (CRD# 2231750) is an Investment Advisor Representative working at Pinnacle Investments, LLC in West Palm Beach, FL and has over 31 years of experience in the finance industry.

5
Timothy Carr, financial advisor East Syracuse NY
Timothy C. Carr
CRD#: 6169210
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Timothy Carr (CRD# 6169210) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 5 years of experience in the finance industry. Timothy Carr 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.

6
Stephen Chow, financial advisor East Syracuse NY
Stephen Y. Chow
CRD#: 46135
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Stephen Chow (CRD# 46135) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 39 years of experience in the finance industry.

7
Andrea Coladarci, financial advisor Rochester NY
Andrea E. Coladarci
CRD#: 5942760
Rochester, NY

Andrea Coladarci (CRD# 5942760) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Rochester, NY and has over 11 years of experience in the finance industry.

8
Monica Coles, financial advisor East Syracuse NY
Monica A. Coles
CRD#: 5445069
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Monica Coles (CRD# 5445069) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 14 years of experience in the finance industry.

9
Albert Cordeiro, financial advisor New Bedford MA
Albert M. Cordeiro
CRD#: 2929402
380 County Street, New Bedford, MA 02740

Albert Cordeiro (CRD# 2929402) is an Investment Advisor Representative working at Pinnacle Investments, LLC in New Bedford, MA and has over 25 years of experience in the finance industry.

10
John Danzer, financial advisor Franklin PA
John D. Danzer
CRD#: 5528289
1261 Elk St, Suite 2, Franklin, PA 16323

John Danzer (CRD# 5528289) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Franklin, PA and has over 15 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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