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 31 - 40 of 56 top financial advisors.
31
Carol Darby, financial advisor East Syracuse NY
Carol J. Darby
CRD#: 4475987
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Carol Darby (CRD# 4475987) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 21 years of experience in the finance industry.

32
Stephanie Day, financial advisor East Syracuse NY
Stephanie E. Day
CRD#: 6466148
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Stephanie Day (CRD# 6466148) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 4 years of experience in the finance industry.

33
Paul Dipietro, financial advisor Boca Raton FL
Paul R. Dipietro
CRD#: 4313454
7601 North Federal Highway, Suite 125b, Boca Raton, FL 33487

Paul Dipietro (CRD# 4313454) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Boca Raton, FL and has over 22 years of experience in the finance industry.

34
Adam Gartside, financial advisor Morristown NJ
Adam Gartside
CRD#: 7202256
Morristown, NJ

Adam Gartside (CRD# 7202256) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Morristown, NJ and has over 3 years of experience in the finance industry.

35
Steven Georgopoulos, financial advisor Boca Raton FL
Steven Georgopoulos
CRD#: 2800393
7601 North Federal Highway, Suite 125b, Boca Raton, FL 33487

Steven Georgopoulos (CRD# 2800393) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Boca Raton, FL and has over 26 years of experience in the finance industry.

36
Richard Green, financial advisor East Syracuse NY
Richard J. Green
CRD#: 1466868
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Richard Green (CRD# 1466868) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 37 years of experience in the finance industry.

37
Kathleen Hierholzer, financial advisor East Syracuse NY
Kathleen K. Hierholzer
CRD#: 2762955
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Kathleen Hierholzer (CRD# 2762955) 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.

38
Christine Julka, financial advisor East Syracuse NY
Christine T. Julka
CRD#: 4603424
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Christine Julka (CRD# 4603424) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 20 years of experience in the finance industry.

39
Kristopher Kelleher, financial advisor East Syracuse NY
Kristopher A. Kelleher
CRD#: 4398633
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Kristopher Kelleher (CRD# 4398633) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has 1 year of experience in the finance industry.

40
Gregg Kidd, financial advisor East Syracuse NY
Gregg A. Kidd
CRD#: 1353130
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Gregg Kidd (CRD# 1353130) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 38 years of experience in the finance industry.

PREV ... 1 2 3 4 5 6 ... Next

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals