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 51 - 55 of 55 top financial advisors.
51
Margot Stotler, financial advisor East Syracuse NY
Margot A. Stotler
CRD#: 6863415
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Margot Stotler (CRD# 6863415) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 3 years of experience in the finance industry.

52
Kevin Szozda, financial advisor Auburn NY
Kevin Szozda
CRD#: 7419041
110 Genesee Street, Ste 120, Auburn, NY 13021

Kevin Szozda (CRD# 7419041) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Auburn, NY and has over 2 years of experience in the finance industry.

53
Thomas Thompson, financial advisor East Syracuse NY
Thomas J. Thompson
CRD#: 710097
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Thomas Thompson (CRD# 710097) 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.

54
Dario Vacco, financial advisor East Syracuse NY
Dario J. Vacco
CRD#: 5295236
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Dario Vacco (CRD# 5295236) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 17 years of experience in the finance industry.

55
Janet Zane, financial advisor East Syracuse NY
Janet C. Zane
CRD#: 5751130
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Janet Zane (CRD# 5751130) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 14 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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