Unclaimed Profile

Kimon Passios

PINNACLE ASSOCIATES, LTD.·NEW YORK, New York

Series 65Clean record12 years registeredPINNACLE ASSOCIATES, LTD.

286 MADISON AVENUE, NEW YORK, NY 10017CRD# 2844957Firm CRD# 110631

Profile Verification

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

Identity

Kimon Passios · NEW YORK, NY

Registration

CRD #2844957 · PINNACLE ASSOCIATES, LTD. · 12 years registered

Brand Profile

Not yet started

Career History

PINNACLE ASSOCIATES, LTD.

Feb 2014 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 11, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PINNACLE ASSOCIATES, LTD.

CRD 110631 · SEC 801-20841

AUM

$8.1B

Regulatory assets under management

Employees

6,144 client accounts

Services offered by PINNACLE ASSOCIATES, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at PINNACLE ASSOCIATES, LTD. →

Introduction

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Frequently Asked Questions

What services does Kimon Passios offer?

Kimon Passios specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are Kimon Passios's credentials?

Kimon Passios is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimon Passios located?

Kimon Passios is based in NEW YORK, New York, working with PINNACLE ASSOCIATES, LTD.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Kimon Passios charge for services?

Kimon Passios's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINNACLE ASSOCIATES, LTD.?

PINNACLE ASSOCIATES, LTD. has approximately 64 employees and manages $8.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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