AdvisorOS Directory
Claim Profile
Unclaimed Profile
RC

Robert Frank Cuculich

PINNACLE ADVISORS LLC·EAST SYRACUSE, New York
SIE, Series 6, Series 7, Series 24, Series 52, Series 53, Series 63, Series 65Clean record5 years registeredPINNACLE ADVISORS LLC
5845 WIDEWATERS PKWY, EAST SYRACUSE, NY 13057CRD# 706353Firm CRD# 107275

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Frank Cuculich · EAST SYRACUSE, NY
Registration
CRD #706353 · PINNACLE ADVISORS LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

PINNACLE INVESTMENTS, LLC
Apr 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 52
Series 53
Series 63
Series 65
Registration record
First registered · April 12, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PINNACLE ADVISORS LLC
CRD 107275 · SEC 801-53493
AUM
$461K
Regulatory assets under management
Employees
2
1 client accounts
Services offered by PINNACLE ADVISORS LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at PINNACLE ADVISORS LLC →
Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

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
05

Frequently Asked Questions

What services does Robert Frank Cuculich offer?
Robert Frank Cuculich specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in EAST SYRACUSE, New York for a consultation.
What are Robert Frank Cuculich's credentials?
Robert Frank Cuculich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Frank Cuculich located?
Robert Frank Cuculich 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 Robert Frank Cuculich charge for services?
Robert Frank Cuculich'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in EAST SYRACUSE, New York

Geoffrey Alan Wells
BPC ADVISORS LLC·EAST SYRACUSE, NY
Douglas R. Burns
BPC ADVISORS LLC·EAST SYRACUSE, NY
Benjamin Ryan Quilty
PINNACLE INVESTMENTS, LLC·EAST SYRACUSE, NY
CFP
Eric Douglas Krouse
PINNACLE INVESTMENTS, LLC·EAST SYRACUSE, NY
Dario Joseph Vacco
CONFIDENTIAL PLANNING I, LLC·EAST SYRACUSE, NY
Gregg Anthony Kidd
PINNACLE INVESTMENTS, LLC·EAST SYRACUSE, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile