Unclaimed Profile

Luke James Lonergan

PINNACLE ADVISORS LLC·EAST SYRACUSE, New York

PINNACLE ADVISORS LLC

5845 WIDEWATERS PKWY, EAST SYRACUSE, NY 13057CRD# 4014433Firm CRD# 107275

Profile Verification

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

Identity

Luke James Lonergan · EAST SYRACUSE, NY

Registration

CRD #4014433 · PINNACLE ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Fee-Only Advisory

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PINNACLE ADVISORS LLC

AUM

$461K

Regulatory assets under management

Employees

Total firm employees

View all advisors at PINNACLE ADVISORS LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4014433

Firm CRD# 107275

View on FINRA BrokerCheck →

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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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