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Luke James Lonergan

PINNACLE ADVISORS LLC·EAST SYRACUSE, New York
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5845 WIDEWATERS PKWY, EAST SYRACUSE, NY 13057CRD# 4014433Firm CRD# 107275
01

About

Luke James Lonergan is a registered financial advisor based in EAST SYRACUSE, New York, affiliated with PINNACLE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
PINNACLE ADVISORS LLC
PINNACLE ADVISORS LLC
AUM
$461K
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PINNACLE ADVISORS LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4014433
Firm CRD# 107275
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Luke James Lonergan offer?
Luke James Lonergan specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in EAST SYRACUSE, New York for a consultation.
What are Luke James Lonergan's credentials?
Luke James Lonergan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Luke James Lonergan located?
Luke James Lonergan is based in EAST SYRACUSE, New York, working with PINNACLE ADVISORS LLC. Their office serves clients in the EAST SYRACUSE metropolitan area and surrounding communities.
How does Luke James Lonergan charge for services?
Luke James Lonergan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNACLE ADVISORS LLC?
PINNACLE ADVISORS LLC has approximately 2 employees and manages $461K 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, 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)
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NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
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