Unclaimed Profile

Benjamin Ryan Quilty

PINNACLE INVESTMENTS, LLC·EAST SYRACUSE, New York

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 66CFPClean record7 years registeredPINNACLE INVESTMENTS, LLC

5845 WIDEWATERS PKWY, EAST SYRACUSE, NY 13057CRD# 5391743Firm CRD# 142910

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin Ryan Quilty · EAST SYRACUSE, NY

Registration

CRD #5391743 · PINNACLE INVESTMENTS, LLC · 7 years registered

Brand Profile

Not yet started

Career History

PINNACLE INVESTMENTS, LLC

Dec 2018 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · December 10, 2018

Years registered · 7

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PINNACLE INVESTMENTS, LLC

CRD 142910 · SEC 801-67860

AUM

$1.1B

Regulatory assets under management

Employees

2,938 client accounts

Services offered by PINNACLE INVESTMENTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PINNACLE INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Benjamin Ryan Quilty offer?

Benjamin Ryan Quilty specializes in Financial Planning, Investment Management. Contact their office in EAST SYRACUSE, New York for a consultation.

What are Benjamin Ryan Quilty's credentials?

Benjamin Ryan Quilty holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Benjamin Ryan Quilty located?

Benjamin Ryan Quilty is based in EAST SYRACUSE, New York, working with PINNACLE INVESTMENTS, LLC. Their office serves clients in the EAST SYRACUSE metropolitan area and surrounding communities.

How does Benjamin Ryan Quilty charge for services?

Benjamin Ryan Quilty's firm is compensated through percentage of aum, hourly charges, other: educational workshops. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINNACLE INVESTMENTS, LLC?

PINNACLE INVESTMENTS, LLC has approximately 61 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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