Unclaimed Profile

Susan J Griffith

PINNACLE INVESTMENTS, LLC·SYRACUSE, New York

PINNACLE INVESTMENTS, LLC

507 PLUM ST, STE 120, SYRACUSE, NY 13204CRD# 2701020Firm CRD# 142910

Profile Verification

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

Identity

Susan J Griffith · SYRACUSE, NY

Registration

CRD #2701020 · PINNACLE INVESTMENTS, LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Susan J Griffith is a registered financial advisor based in 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# 2701020

Firm CRD# 142910

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Susan J Griffith offer?

Susan J Griffith specializes in Financial Planning, Investment Management. Contact their office in SYRACUSE, New York for a consultation.

What are Susan J Griffith's credentials?

Susan J Griffith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan J Griffith located?

Susan J Griffith 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 Susan J Griffith charge for services?

Susan J Griffith'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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