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).
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Total Assets Under Management848MILLION
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Total Number of Accounts2,670ACCOUNTS
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Average Account Value$317,750
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
RI
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.