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).

By the Numbers
  • Total Assets Under Management
    848
    MILLION
  • Total Number of Accounts
    2,670
    ACCOUNTS
  • Average Account Value
    $317,750
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 31 - 40 of 55 top financial advisors.
31
Paul R. Dipietro
CRD#: 4313454
7601 North Federal Highway, Suite 125b, Boca Raton, FL 33487

Paul Dipietro (CRD# 4313454) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Boca Raton, FL and has over 23 years of experience in the finance industry.

32
Adam Gartside
CRD#: 7202256
Morristown, NJ

Adam Gartside (CRD# 7202256) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Morristown, NJ and has over 4 years of experience in the finance industry.

33
Steven Georgopoulos
CRD#: 2800393
7601 North Federal Highway, Suite 125b, Boca Raton, FL 33487

Steven Georgopoulos (CRD# 2800393) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Boca Raton, FL and has over 27 years of experience in the finance industry.

34
Richard J. Green
CRD#: 1466868
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Richard Green (CRD# 1466868) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 37 years of experience in the finance industry.

35
Kathleen K. Hierholzer
CRD#: 2762955
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Kathleen Hierholzer (CRD# 2762955) 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.

36
Christine T. Julka
CRD#: 4603424
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Christine Julka (CRD# 4603424) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 21 years of experience in the finance industry.

37
Kristopher A. Kelleher
CRD#: 4398633
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Kristopher Kelleher (CRD# 4398633) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 2 years of experience in the finance industry.

38
Gregg A. Kidd
CRD#: 1353130
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Gregg Kidd (CRD# 1353130) 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.

39
Jeremy R. Kidd
CRD#: 6514938
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Jeremy Kidd (CRD# 6514938) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 8 years of experience in the finance industry.

40
Joshua R. Kimber
CRD#: 6585550
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057

Joshua Kimber (CRD# 6585550) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 7 years of experience in the finance industry.

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