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 41 - 50 of 56 top financial advisors.
41
Jeremy Kidd, financial advisor East Syracuse NY
Jeremy R. Kidd
CRD#: 6514938
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Jeremy Kidd (CRD# 6514938) 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.

42
Joshua Kimber, financial advisor East Syracuse NY
Joshua R. Kimber
CRD#: 6585550
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Joshua Kimber (CRD# 6585550) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 7 years of experience in the finance industry. Joshua Kimber 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.

43
Eric Krouse, financial advisor East Syracuse NY
Eric Krouse
CRD#: 4338577
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Eric Krouse (CRD# 4338577) 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.

44
James McQuiggan, financial advisor Port St Joe FL
James D. McQuiggan
CRD#: 3090661
Port St Joe, FL

James McQuiggan (CRD# 3090661) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Port St Joe, FL and has over 24 years of experience in the finance industry.

45
Daniel Mody, financial advisor East Syracuse NY
Daniel P. Mody
CRD#: 2487825
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Daniel Mody (CRD# 2487825) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 29 years of experience in the finance industry. Daniel Mody 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.

46
Michael Monashefsky, financial advisor East Syracuse NY
Michael W. Monashefsky
CRD#: 7434090
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Michael Monashefsky (CRD# 7434090) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has 1 year of experience in the finance industry.

47
Daniel Posniak, financial advisor East Syracuse NY
Daniel M. Posniak
CRD#: 366207
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Daniel Posniak (CRD# 366207) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 40 years of experience in the finance industry.

48
Richard Prince, financial advisor Eagan MN
Richard E. Prince
CRD#: 7425526
Eagan, MN

Richard Prince (CRD# 7425526) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Eagan, MN and has 1 year of experience in the finance industry.

49
Daniel Raite, financial advisor Weaverville NC
Daniel F. Raite
CRD#: 1244272
Weaverville, NC

Daniel Raite (CRD# 1244272) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Weaverville, NC and has over 39 years of experience in the finance industry.

50
Joseph Saya, financial advisor Syracuse NY
Joseph J. Saya
CRD#: 2210484
531 Oak Street, Syracuse, NY 13203

Joseph Saya (CRD# 2210484) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Syracuse, NY and has over 23 years of experience in the finance industry.

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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.

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