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).
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Total Assets Under Management848MILLION
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Total Number of Accounts2,670ACCOUNTS
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Average Account Value$317,750
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
RI
Adam Desimone (CRD# 5048830) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Morristown, NJ and has over 17 years of experience in the finance industry.
Jean Furgiuele (CRD# 1387701) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Monaca, PA and has over 38 years of experience in the finance industry.
Brendan Gallagher (CRD# 6478254) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Quincy, MA and has over 8 years of experience in the finance industry. Brendan Gallagher 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.
Brandon Kidd (CRD# 6424076) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 8 years of experience in the finance industry.
Carly Kidd (CRD# 6981367) 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 Lane (CRD# 2627220) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Malden, MA and has over 28 years of experience in the finance industry.
John Miller (CRD# 6148631) 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.
Mark Nardella (CRD# 2901013) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 26 years of experience in the finance industry. Mark Nardella 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.
Robert Nicholas (CRD# 4152937) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Canton, OH and has over 18 years of experience in the finance industry.
Joseph O'connor (CRD# 1094370) 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.