Pinnacle Investments, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

142910

SEC number

801-67860

Firm type

RIA

Assets under management

$1.3B as of Jun 1, 2026

Website

www.linkedin.com/company/pinnacle-investments-llc ↗

Phone

315-251-1101

Address

5845 Widewaters Pkwy, East Syracuse, NY, 13057

Advisors at this firm

60 in our index · page 1 of 2

• Bridget Rose BallCRD 4285536 · Albany, NY
  IA RegisteredBroker
• Raymond S. BeckCRD 16205 · Philadelphia, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Steven BeckCRD 2121454 · Philadelphia, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• John Vincent BianchiniCRD 1581616 · East Syracuse, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Kathi J BlackCRD 5325292 · Williamsville, NY
  Broker
• Michael Scott BorgiaCRD 4393648 · Boca Raton, FL
  Broker
• Michele Lee BrissonCRD 6303579 · East Syracuse, NY
  IA RegisteredBroker
• John BussCRD 6069581 · East Syracuse, NY
  IA RegisteredBroker
• William F CallahanCRD 2231750 · West Palm Beach, FL
  IA RegisteredBroker
• Timothy Corey CarrCRD 6169210 · Auburn, NY
  IA RegisteredBroker
• Stephen Yen Ling ChowCRD 46135 · East Syracuse, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Lynne Marie CovilleCRD 4891999 · Auburn, NY
  Broker
• Robert Frank CuculichCRD 706353 · East Syracuse, NY
  IA RegisteredBroker
• Stephanie Elizabeth DayCRD 6466148 · East Syracuse, NY
  IA RegisteredBroker
• Paul Robert DipietroCRD 4313454 · Boca Raton, FL
  IA RegisteredBroker
• Adam Colin DesimoneCRD 5048830 · Great Meadows, NJ
  IA RegisteredBroker
• Katherine M DooleyCRD 7075798 · East Syracuse, NY
  Broker
• Kenneth J EilersCRD 1069372 · East Syracuse, NY
  Broker
• Jonathan Morris FoxCRD 3031809 · East Syracuse, NY
  IA RegisteredBroker
• Jean Marie FurgiueleCRD 1387701 · Monaca, PA
  IA RegisteredBroker
• Michael R FiglerCRD 207210 · East Syracuse, NY
  IA RegisteredRegistration inactive
• Steven GeorgopoulosCRD 2800393 · Boca Raton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Brendan Ryan GallagherCRD 6478254 · Quincy, MA
  IA RegisteredBroker
• Lauren Christine GallardoCRD 5412982 · East Syracuse, NY
  Broker
• Dana Thomas GreeneCRD 7962090 · Williamsville, NY
  IA RegisteredBroker
• Kathleen Knaul HierholzerCRD 2762955 · East Syracuse, NY
  IA RegisteredBroker
• Timothy Clair HardyCRD 1793025 · East Syracuse, NY
  IA RegisteredBroker
• John Michael IvanCRD 1292150 · East Syracuse, NY
  BrokerRegistration inactive
• Brandon Romano KiddCRD 6424076 · East Syracuse, NY
  IA RegisteredBroker
• Carly Romano KiddCRD 6981367 · East Syracuse, NY
  IA RegisteredBroker
• Eric KrouseCRD 4338577 · East Syracuse, NY
  IA RegisteredBroker
• Timothy LaneCRD 2627220 · Malden, MA
  IA RegisteredBroker
• Jacqueline Elizabeth MccafferyCRD 4487542 · East Syracuse, NY
  Broker
• James Daniel McquigganCRD 3090661 · Port St Joe, FL
  IA RegisteredBroker
• Daniel Patrick ModyCRD 2487825 · East Syracuse, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael William MonashefskyCRD 7434090 · East Syracuse, NY
  IA RegisteredBroker
• Mark Thomas NardellaCRD 2901013 · East Syracuse, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Lynn NicholasCRD 4152937 · Canton, OH
  IA RegisteredBroker
• Colin NardellaCRD 7424544 · East Syracuse, NY
  IA RegisteredBroker
• Joseph O'connorCRD 1094370 · Syracuse, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Roland Lucien OuimetCRD 831927 · Beverly, MA
  IA RegisteredBroker
• Daniel Maury PosniakCRD 366207 · East Syracuse, NY
  IA RegisteredBroker
• Benjamin Ryan QuiltyCRD 5391743 · East Syracuse, NY
  IA RegisteredBroker
• Daniel Francis RaiteCRD 1244272 · Weaverville, NC
  IA RegisteredBroker
• Michael RocheCRD 7667160 · East Syracuse, NY
  Broker
• Joseph John SayaCRD 2210484 · Syracuse, NY
  IA RegisteredBroker
• Rosalie SchlaenCRD 1436894 · Miami, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian Michael SchultzCRD 2903207 · East Syracuse, NY
  IA RegisteredBroker
• Eileen Lessun SienkiewiczCRD 1466857 · East Syracuse, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian David SnyderCRD 2845445 · Kittanning, PA
  IA RegisteredBroker

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.