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
Jonathan Mark (CRD# 2160974) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Westport, CT and has over 32 years of experience in the finance industry.
Peter Marron (CRD# 1283548) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 39 years of experience in the finance industry.
George McVey (CRD# 2761754) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Richmond, VA and has over 26 years of experience in the finance industry.
Thomas Neuhaus (CRD# 2661389) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Richmond, VA and has over 28 years of experience in the finance industry.
John Passios (CRD# 4361196) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Westport, CT and has 1 year of experience in the finance industry.
Kimon Passios (CRD# 2844957) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Westport, CT and has over 27 years of experience in the finance industry.
Edgar Perez (CRD# 2151600) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 28 years of experience in the finance industry.
Timothy Piacentini (CRD# 2191886) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Red Bank, NJ and has over 32 years of experience in the finance industry.
Reginald Pickral (CRD# 4588214) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 19 years of experience in the finance industry.
Richard Rosen (CRD# 1295265) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in New York, NY and has over 31 years of experience in the finance industry.