Paul Robert Dipietro

Employer firm

Pinnacle Investments, LLC CRD 142910

$1.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 03/2019
  Dawson James Securities Inc.
  Boca Raton, FL
• 01/2012 → 03/2019
  Dawson James Asset Management
  Boca Raton, FL
• 03/2019 → Present
  Pinnacle Investments, Llc
  Syracuse, NY

Previous Registrations

• 2012-01-20 → 2015-08-13
  Dawson James Asset Management, Inc.
  Boca Raton, FL
• 2010-03-16 → 2011-12-31
  Investors Capital Corp.
  Lynnfield, MA
  Gilford, NH
  Boca Raton, FL
  Gilford, NH

Other Businesses

"Just-In Tyme Cardz, LLC", Non-Investment Related, "19480 Hampton Dr., Boca Raton, FL, 33434, ", selling trading cards online, AMBR - Authorized Member, Start Date 6/19/2026, 0 hours per month, 0 hours per month during trading hours, Other Compensation Paul is a 50% owner in the business and is not involved with the day to day operations of the business TLFL Davie, LLC. - Non-Investment Related - 914 SW 7th St, Boca Raton, FL 33486 - LLC for the sole purpose of managing expenses for a rental property - Managing Member - Start Date 7/26/18 - 0 hours per month (management company was hired to manage the property) and 0 hours during market hours - Account to manage expenses for rental property. Robert Scott Financial / Sole Prop. Non-investment related. Set up to pay sales assistant and office expenses. 7601 NORTH FEDERAL HIGHWAYSUITE 125B BOCA RATON, FL 33487. 0 hours per month during trading hours. 4 hours per month during non trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-28
• S66 Uniform Combined State Law Examination
  2009-08-14
• S63 Uniform Securities Agent State Law Examination
  2001-01-16

Designations

• Certified Financial Planner