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).

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
The map below shows states where this firm has explicit registration only.

RI

Financial Advisors at Pinnacle Investments, LLC
Showing 1 - 10 of 55 top financial advisors.
1
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 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.

3
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 11 years of experience in the finance industry.

4
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 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.

6
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 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 12 years of experience in the finance industry.

8
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 15 years of experience in the finance industry.

9
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 26 years of experience in the finance industry.

10
Adam C. Desimone
CRD#: 5048830
55 Madison Ave, 4th Floor, Suite 33, Morristown, NJ 07960

Adam Desimone (CRD# 5048830) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Morristown, NJ and has over 18 years of experience in the finance industry.

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