Pinnacle Investments, LLC

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Total assets under management

$1,056,507,711

Total clients

1,958

1% high-net worth

Total advisors

of 60 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$539,585

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Financial planning fees can be charged as a flat fee per plan (up to $5,000)

Project-based

Financial planning fees may be charged, generally not to exceed $5,000 per plan

Other

Account minimum: $10,000 may be waived Minimum fee: Minimum annual program fee of $100

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Main office location

Pinnacle Investments, LLC

5845 Widewaters Pkwy, Ste 300

East Syracuse NY 13057, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 315-251-1101

Advisors at this firm

Michael F

Series 63, Series 65

East Syracuse, NY

Pinnacle Investments, LLC

Robert B

CFP®, Series 63

Philadelphia, PA

Pinnacle Investments, LLC

William C

Series 63

West Palm Beach, FL

Pinnacle Investments, LLC

Adam D

Series 65, Series 66

Great Meadows, NJ

Pinnacle Investments, LLC

Daniel P

Series 63, Series 65

East Syracuse, NY

Pinnacle Investments, LLC

Jean F

Series 63

East Syracuse, NY

Pinnacle Investments, LLC

Daniel M

CFP®, Series 63, Series 65

Manlius, NY

Pinnacle Investments, LLC

Stephanie D

Series 63, Series 65

East Syracuse, NY

Pinnacle Investments, LLC

Joshua K

CFP®, Series 63

East Syracuse, NY

Pinnacle Investments, LLC

Andrea C

Series 66

Long Valley, NJ

Pinnacle Investments, LLC

Joseph S

Series 66

Syracuse, NY

Pinnacle Investments, LLC

Stephen C

Series 63, Series 65

Estero, FL

Pinnacle Investments, LLC

Carol D

Series 63, Series 65

East Syracuse, NY

Pinnacle Investments, LLC

John B

Series 66

Williamsville, NY

Pinnacle Investments, LLC

Jeremy K

Series 63

East Syracuse, NY

Pinnacle Investments, LLC

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