Pinnacle Associates, Ltd.
Pinnacle Associates, Ltd. (CRD# 110631) is a financial advisory firm headquartered in New York, NY. They manage $8,135,641,729 in 6,144 accounts and serve the financial needs of clients across 35 states (or territories).
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Total Assets Under Management8,136MILLION
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Total Number of Accounts6,144ACCOUNTS
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Average Account Value$1,324,160
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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AZ, CA, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
John Bocock (CRD# 2856099) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Richmond, VA and has over 27 years of experience in the finance industry.
Carmine Davino (CRD# 2693235) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Red Bank, NJ and has 1 year of experience in the finance industry.
Thomas Farrell (CRD# 3250992) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 24 years of experience in the finance industry.
Ryan Fause (CRD# 2681929) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Red Bank, NJ and has over 28 years of experience in the finance industry.
James Ferrare (CRD# 1557895) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Red Bank, NJ and has 1 year of experience in the finance industry.
Eric Freedgood (CRD# 5147973) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 17 years of experience in the finance industry.
Alice Gabriele (CRD# 1361688) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 23 years of experience in the finance industry.
Joseph Godsey (CRD# 1713214) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Richmond, VA and has over 32 years of experience in the finance industry.
Austin Hagaman (CRD# 5961221) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Red Bank, NJ and has over 11 years of experience in the finance industry.
Monica Jalife (CRD# 4775856) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 20 years of experience in the finance industry.