Unclaimed Profile

Monica Ann Coles

PINNACLE INVESTMENTS, LLC·EAST SYRACUSE, New York

PINNACLE INVESTMENTS, LLC

5845 WIDEWATERS PKWY, EAST SYRACUSE, NY 13057CRD# 5445069Firm CRD# 142910

Profile Verification

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

Identity

Monica Ann Coles · EAST SYRACUSE, NY

Registration

CRD #5445069 · PINNACLE INVESTMENTS, LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Monica Ann Coles 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PINNACLE INVESTMENTS, LLC

AUM

$1.1B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Other: EDUCATIONAL WORKSHOPS

Regulatory

SEC/IARD CRD# 5445069

Firm CRD# 142910

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Monica Ann Coles offer?

Monica Ann Coles specializes in Financial Planning, Investment Management. Contact their office in EAST SYRACUSE, New York for a consultation.

What are Monica Ann Coles's credentials?

Monica Ann Coles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Monica Ann Coles located?

Monica Ann Coles 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 Monica Ann Coles charge for services?

Monica Ann Coles'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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