Home
›
Firms
›
PINNACLE ASSOCIATES, LTD.
PINNACLE ASSOCIATES, LTD.
NEW YORK, New York
·
13 registered advisors
·
CRD# 110631
SEC# 801-20841
9
(212) 652-3200
01
Firm Overview
AUM
$8.1B
Regulatory assets under management
Employees
64
Total firm employees
Advisors
13
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at PINNACLE ASSOCIATES, LTD.
13 registered advisors
Donald Maurer Dowd
NEW YORK, New York
CRD# 1870120
Eric Noel Freedgood
NEW YORK, New York
CRD# 5147973
Harold Ward Stein
NEW YORK, New York
CRD# 2478110
John Thomas Passios
NEW YORK, New York
CRD# 4361196
Kenneth Michael Sobolewski
NEW YORK, New York
CRD# 3116138
Kimon Passios
NEW YORK, New York
CRD# 2844957
King Hanford Harris
NEW YORK, New York
CRD# 851327
Michael Francis Delfino
NEW YORK, New York
CRD# 2478229
Patrice Borgese
NEW YORK, New York
CRD# 5151652
Paul Joseph Lagermasini
NEW YORK, New York
CRD# 4304333
Peter Nathan Marron
NEW YORK, New York
CRD# 1283548
Thomas Passios
NEW YORK, New York
CRD# 4361192
Timothy Joseph Piacentini
NEW YORK, New York
CRD# 2191886
05
Office Locations
NEW YORK, New York
13 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. PINNACLE ASSOCIATES, LTD. (CRD# 110631) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.