PINNACLE ASSOCIATES, LTD.

NEW YORK, New York·22 registered advisors·CRD# 110631
SEC# 801-208419(212) 652-3200
01

Firm Overview

AUM
$8.1B
Regulatory assets under management
Employees
64
Total firm employees
Advisors
22
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 PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at PINNACLE ASSOCIATES, LTD.

22 registered advisors
Andronike Passios
NEW YORK, New York
Christine Marie Ackert
NEW YORK, New York
Donald Maurer Dowd
NEW YORK, New York
Eric Noel Freedgood
NEW YORK, New York
Harold Ward Stein
NEW YORK, New York
Joel Michael Heyman
NEW YORK, New York
John Thomas Passios
NEW YORK, New York
Joseph William Shea
NEW YORK, New York
Kenneth Michael Sobolewski
NEW YORK, New York
Kimon Passios
NEW YORK, New York
King Hanford Harris
NEW YORK, New York
Lilia Arceo
NEW YORK, New York
Michael Francis Delfino
NEW YORK, New York
Nancy Vang
NEW YORK, New York
Patrice Borgese
NEW YORK, New York
Paul Joseph Lagermasini
NEW YORK, New York
Peter Marron
NEW YORK, New York
Peter Nathan Marron
NEW YORK, New York
Scott Michael Brown
NEW YORK, New York
Susan Leondis Root
NEW YORK, New York
Thomas Passios
NEW YORK, New York
Timothy Joseph Piacentini
NEW YORK, New York
05

Office Locations

NEW YORK, New York
22 advisors

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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.