PINNACLE INVESTMENTS, LLC

EAST SYRACUSE, New York·8 registered advisors·CRD# 142910
SEC# 801-6786014315-251-1101
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
61
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Other: EDUCATIONAL WORKSHOPS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PINNACLE INVESTMENTS, LLC

8 registered advisors
Benjamin Ryan Quilty
EAST SYRACUSE, New York
Daniel Francis Raite
EAST SYRACUSE, New York
Eric Douglas Krouse
EAST SYRACUSE, New York
Gregg Anthony Kidd
EAST SYRACUSE, New York
Michael Richard Gagliardi
SYRACUSE, New York
Monica Ann Coles
EAST SYRACUSE, New York
Ryan W York
SYRACUSE, New York
Susan J Griffith
SYRACUSE, New York
05

Office Locations

EAST SYRACUSE, New York
5 advisors
SYRACUSE, New York
3 advisors

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Data sourced from SEC Form ADV filings. PINNACLE INVESTMENTS, LLC (CRD# 142910) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.