Pinnacle Investments, LLC

Pinnacle Investments, LLC (CRD# 142910) is a financial advisory firm headquartered in East Syracuse, NY. They manage $964,888,091 in 2,797 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://pinnacleinvestments.com/
By the Numbers
  • Total Assets Under Management
    965
    MILLION
  • Total Number of Accounts
    2,797
    ACCOUNTS
  • Average Account Value
    $344,973
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 11 - 20 of 55 top financial advisors.
11
Jean Furgiuele, financial advisor Monaca PA
Jean M. Furgiuele
CRD#: 1387701
Monaca, PA

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.

12
Brendan Gallagher, financial advisor Quincy MA
Brendan R. Gallagher
CRD#: 6478254
Quincy, MA

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.

13
Brandon Kidd, financial advisor East Syracuse NY
Brandon R. Kidd
CRD#: 6424076
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Brandon Kidd (CRD# 6424076) 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.

14
Carly Kidd, financial advisor East Syracuse NY
Carly R. Kidd
CRD#: 6981367
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

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.

15
Timothy Lane, financial advisor Malden MA
Timothy Lane
CRD#: 2627220
One Centre St, Malden, MA 02148

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.

16
John Miller, financial advisor East Syracuse NY
John R. Miller
CRD#: 6148631
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

John Miller (CRD# 6148631) 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.

17
Mark Nardella, financial advisor East Syracuse NY
Mark T. Nardella
CRD#: 2901013
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

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.

18
Robert Nicholas, financial advisor Canton OH
Robert L. Nicholas
CRD#: 4152937
Canton, OH

Robert Nicholas (CRD# 4152937) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Canton, OH and has over 19 years of experience in the finance industry.

19
Joseph O'connor, financial advisor East Syracuse NY
Joseph O'connor
CRD#: 1094370
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Joseph O'connor (CRD# 1094370) 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.

20
Roland Ouimet, financial advisor Beverly MA
Roland L. Ouimet
CRD#: 831927
Beverly, MA

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.

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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.

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