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PINNACLE ADVISORS LLC
PINNACLE ADVISORS LLC
EAST SYRACUSE, New York
·
7 registered advisors
·
CRD# 107275
SEC# 801-53493
0
315.251.1101
01
Firm Overview
AUM
$461K
Regulatory assets under management
Employees
2
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
04
Advisors at PINNACLE ADVISORS LLC
7 registered advisors
Brian B. Cuvelier
SYRACUSE, New York
CRD# 4362920
Craig Bruce Cuvelier
SYRACUSE, New York
CRD# 3254412
Gregory B Cuvelier
EAST SYRACUSE, New York
CRD# 4362895
Jr. Richard Lanning
EAST SYRACUSE, New York
CRD# 4363256
Luke James Lonergan
EAST SYRACUSE, New York
CRD# 4014433
Maria Lanning
SYRACUSE, New York
CRD# 4363258
Robert Frank Cuculich
EAST SYRACUSE, New York
CRD# 706353
05
Office Locations
EAST SYRACUSE, New York
4 advisors
SYRACUSE, New York
3 advisors
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Data sourced from SEC Form ADV filings. PINNACLE ADVISORS LLC (CRD# 107275) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.