Unclaimed Profile

Ryan W York

PINNACLE INVESTMENTS, LLC·SYRACUSE, New York

SIE, Series 7, Series 24, Series 6616 years registeredPINNACLE INVESTMENTS, LLC

507 PLUM ST, STE 120, SYRACUSE, NY 13204CRD# 5770371Firm CRD# 142910

Profile Verification

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

Identity

Ryan W York · SYRACUSE, NY

Registration

CRD #5770371 · PINNACLE INVESTMENTS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jul 2025 – present

CADARET GRANT & CO INC

Oct 2019 – Jul 2025

Liverpool, NY

MORGAN STANLEY SMITH BARNEY LLC

Jun 2010 – Aug 2011

SYRACUSE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · June 8, 2010

Years registered · 16

Disclosure History

2023Financial·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PINNACLE INVESTMENTS, LLC

CRD 142910 · SEC 801-67860

AUM

$1.1B

Regulatory assets under management

Employees

2,938 client accounts

Services offered by PINNACLE INVESTMENTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PINNACLE INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Ryan W York offer?

Ryan W York specializes in Financial Planning, Investment Management. Contact their office in SYRACUSE, New York for a consultation.

What are Ryan W York's credentials?

Ryan W York is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan W York located?

Ryan W York is based in SYRACUSE, New York, working with PINNACLE INVESTMENTS, LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.

How does Ryan W York charge for services?

Ryan W York'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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