Pinnacle Investments, LLC
RIA
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 2 of 2
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Margot Agnes StotlerCRD 6863415 · Auburn, NYIA RegisteredBroker
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Joseph C SilinoCRD 5311381 · East Syracuse, NYIA RegisteredBroker
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James St. LegerCRD 7268405 · East Syracuse, NYIA RegisteredBroker
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Charles StewartCRD 7951901 · Boca Raton, FLIA RegisteredBroker
-
Kevin SzozdaCRD 7419041 · Auburn, NYIA RegisteredBroker
-
Thomas John ThompsonCRD 710097 · East Syracuse, NYIA RegisteredBroker
-
Dario Joseph VaccoCRD 5295236 · East Syracuse, NYIA RegisteredBroker
-
Brian George VanhouweCRD 1209566 · North Smithfield, RIIA RegisteredBrokerDisclosure event(s) on record
-
Bailey Alan WilkinsonCRD 6943989 · East Syracuse, NYIA RegisteredBroker
-
Janet Claire ZaneCRD 5751130 · Auburn, NYIA RegisteredBroker
← Previous51–60 of 60
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.
SEC IAPD record for firm CRD 142910 ↗
FINRA BrokerCheck record for firm CRD 142910 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.