Pinnacle Associates, Ltd.

Firm record

As recorded in SEC IAPD

Firm CRD

110631

SEC number

801-20841

Firm type

RIA

Assets under management

$10.4B as of Mar 26, 2026

Website

pinnacleinsights.org ↗

Phone

(212) 652-3200

Address

286 Madison Avenue, New York, NY, 10017

Advisors at this firm

30 in our index · page 1 of 1

• John Holmes BocockCRD 2856099 · Richmond, VA
  IA Registered
• Ryan James ByrneCRD 7884050 · New York, NY
  IA Registered
• Jack Joseph CaseyCRD 8054527 · Holmdel, NJ
  IA Registered
• Christopher CochranCRD 6424481 · New York, NY
  IA RegisteredRegistration inactive
• Michael Francis DelfinoCRD 2478229 · Tarrytown, NY
  IA Registered
• Donald Maurer DowdCRD 1870120 · New York, NY
  IA Registered
  Disclosure event(s) on record
• Thomas William FarrellCRD 3250992 · Whippany, NJ
  IA Registered
• Eric Noel FreedgoodCRD 5147973 · New York, NY
  IA Registered
• Alice Athanasiou GabrieleCRD 1361688 · Naples, FL
  IA Registered
• Joseph Cornelius GodseyCRD 1713214 · Richmond, VA
  IA Registered
• Austin HagamanCRD 5961221 · Red Bank, NJ
  IA Registered
• King Hanford HarrisCRD 851327 · New York, NY
  IA Registered
• Monica Judith JalifeCRD 4775856 · Winter Garden, FL
  IA Registered
• Mark Nicholas LucciCRD 7395576 · Irvine, CA
  IA Registered
• Jonathan Don MarkCRD 2160974 · New York, NY
  IA Registered
  Disclosure event(s) on record
• Peter Nathan MarronCRD 1283548 · New York, NY
  IA Registered
• George Jennings McveyCRD 2761754 · Richmond, VA
  IA Registered
• Thomas Friedich NeuhausCRD 2661389 · Richmond, VA
  IA Registered
• John Thomas PassiosCRD 4361196 · New York, NY
  IA Registered
• Kimon PassiosCRD 2844957 · New York, NY
  IA Registered
• Amy L PastorinoCRD 5124642 · New York, NY
  IA RegisteredRegistration inactive
• Edgar Nmn PerezCRD 2151600 · New York, NY
  IA Registered
• Timothy Joseph PiacentiniCRD 2191886 · New York, NY
  IA Registered
  Disclosure event(s) on record
• Reginald George PickralCRD 4588214 · Richmond, VA
  IA Registered
• Richard Alan RosenCRD 1295265 · New York, NY
  IA Registered
• William Ernest SizemoreCRD 1304864 · Richmond, VA
  IA Registered
• Harold Ward SteinCRD 2478110 · New York, NY
  IA Registered
• Max J SchaulCRD 7884060 · New York, NY
  IA Registered
• Ann Goldschmidt SchnorrenbergCRD 1678943 · Bethesda, MD
  IA RegisteredRegistration inactive
• Alexander SmitCRD 7264831 · Red Bank, NJ
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.