Unclaimed Profile

Daniel Francis Raite

PINNACLE INVESTMENTS, LLC·EAST SYRACUSE, New York

SIE, Series 7, Series 24, Series 52, Series 53, Series 63Clean record19 years registeredPINNACLE INVESTMENTS, LLC

5845 WIDEWATERS PKWY, EAST SYRACUSE, NY 13057CRD# 1244272Firm CRD# 142910

Profile Verification

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

Identity

Daniel Francis Raite · EAST SYRACUSE, NY

Registration

CRD #1244272 · PINNACLE INVESTMENTS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

PINNACLE INVESTMENTS, LLC

Apr 2021 – present

PINNACLE INVESTMENTS, LLC

Jun 2007 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52

Series 53

Series 63

Registration record

First registered · June 8, 2007

Years registered · 19

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 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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