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Daniel Francis Raite

PINNACLE INVESTMENTS, LLC·EAST SYRACUSE, New York
Unclaimed Profile
5845 WIDEWATERS PKWY, EAST SYRACUSE, NY 13057CRD# 1244272Firm CRD# 142910
01

About

Daniel Francis Raite is a registered financial advisor based in EAST SYRACUSE, New York, affiliated with PINNACLE INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PINNACLE INVESTMENTS, LLC
PINNACLE INVESTMENTS, LLC
AUM
$1.1B
Regulatory assets under management
Employees
61
Total firm employees
View all advisors at PINNACLE INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Other: EDUCATIONAL WORKSHOPS
Regulatory
SEC/IARD CRD# 1244272
Firm CRD# 142910
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Francis Raite offer?
Daniel Francis Raite specializes in Financial Planning, Investment Management. Contact their office in EAST SYRACUSE, New York for a consultation.
What are Daniel Francis Raite's credentials?
Daniel Francis Raite is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Francis Raite located?
Daniel Francis Raite 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 Daniel Francis Raite charge for services?
Daniel Francis Raite'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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Other advisors in EAST SYRACUSE
Gregg Anthony Kidd — PINNACLE INVESTMENTS, LLCLuke James Lonergan — PINNACLE ADVISORS LLCJr. Richard Lanning — PINNACLE ADVISORS LLCRobert Frank Cuculich — PINNACLE ADVISORS LLCGregory B Cuvelier — PINNACLE ADVISORS LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
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