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
Roland Ouimet (CRD# 831927) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Beverly, MA and has over 40 years of experience in the finance industry.
Benjamin Quilty (CRD# 5391743) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 15 years of experience in the finance industry. Benjamin Quilty 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.
Rosalie Schlaen (CRD# 1436894) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Miami, FL and has over 37 years of experience in the finance industry.
Brian Schultz (CRD# 2903207) 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.
Brian Snyder (CRD# 2845445) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Kittanning, PA and has over 24 years of experience in the finance industry.
Brian Vanhouwe (CRD# 1209566) is an Investment Advisor Representative working at Pinnacle Investments, LLC in North Smithfield, RI and has over 39 years of experience in the finance industry.
William Ward (CRD# 6296262) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 9 years of experience in the finance industry.
John Bianchini (CRD# 1581616) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 36 years of experience in the finance industry.
Robert Cuculich (CRD# 706353) 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.
Michael Cuddy (CRD# 1095702) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Auburn, NY and has over 39 years of experience in the finance industry.