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).
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Total Assets Under Management965MILLION
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Total Number of Accounts2,797ACCOUNTS
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Average Account Value$344,973
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.