AdvisorOS Directory
Claim Profile
GK

Gregg Anthony Kidd

PINNACLE INVESTMENTS, LLC·EAST SYRACUSE, New York
Unclaimed Profile
5845 WIDEWATERS PKWY, EAST SYRACUSE, NY 13057CRD# 1353130Firm CRD# 142910
01

About

Gregg Anthony Kidd 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
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: EDUCATIONAL WORKSHOPS
Regulatory
SEC/IARD CRD# 1353130
Firm CRD# 142910
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EAST SYRACUSE?

Browse all registered financial advisors in EAST SYRACUSE, New York or claim this profile if it's yours.

Browse EAST SYRACUSE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Gregg Anthony Kidd offer?
Gregg Anthony Kidd specializes in Financial Planning, Investment Management. Contact their office in EAST SYRACUSE, New York for a consultation.
What are Gregg Anthony Kidd's credentials?
Gregg Anthony Kidd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregg Anthony Kidd located?
Gregg Anthony Kidd 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 Gregg Anthony Kidd charge for services?
Gregg Anthony Kidd'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in EAST SYRACUSE
Luke James Lonergan — PINNACLE ADVISORS LLCJr. Richard Lanning — PINNACLE ADVISORS LLCDaniel Francis Raite — PINNACLE INVESTMENTS, 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile