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Peter Marron

PINNACLE ASSOCIATES, LTD.·NEW YORK, New York
Unclaimed Profile
335 MADISON AVENUE, NEW YORK, NY 10017CRD# 4361195Firm CRD# 110631
01

About

Peter Marron is a registered financial advisor based in NEW YORK, New York, affiliated with PINNACLE ASSOCIATES, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
PINNACLE ASSOCIATES, LTD.
PINNACLE ASSOCIATES, LTD.
AUM
$8.1B
Regulatory assets under management
Employees
64
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4361195
Firm CRD# 110631
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Marron offer?
Peter Marron specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Peter Marron's credentials?
Peter Marron is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Marron located?
Peter Marron 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 Peter Marron charge for services?
Peter Marron'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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