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Inactive

Reginald George Pickral

Pinnacle Associates, Ltd.

New York, NY

Richmond, VA

CRD 4588214

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Employer firm

Pinnacle Associates, Ltd. CRD 110631

$10.4B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

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

Current Employers
Pinnacle Associates, Ltd.

286 Madison Avenue 20Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-05-18
  • VA RA
    APPROVED
    Since 2023-05-18

Branch Locations

286 Madison Avenue 20Th Floor, New York, NY 10017 • United States

7231 Forest Avenue Suite 204, Richmond, VA 23226 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investment Management Of Virginia, Llc Richmond VA 01/2014 06/2018
Investment Management Of Virginia, Llc Richmond VA 06/2018 Present
Pinnacle Associates, Ltd. Richmond VA 05/2023 Present
  • 01/2014 → 06/2018
    Investment Management Of Virginia, Llc
    Richmond, VA
  • 06/2018 → Present
    Investment Management Of Virginia, Llc
    Richmond, VA
  • 05/2023 → Present
    Pinnacle Associates, Ltd.
    Richmond, VA
Previous Registrations
  • 2014-06-06 → 2023-12-11
    Investment Management Of Virginia, Llc
    Richmond, VA
  • 2005-09-13 → 2011-08-19
    Stephens
    Little Rock, AR
    Little Rock, AR
    Richmond, VA
    Glen Allen, VA
    Richmond, VA
  • 2004-08-19 → 2005-09-16
    Davenport & Company Llc
    Richmond, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-06
S66 Uniform Combined State Law Examination 2004-08-18
  • S65 Uniform Investment Adviser Law Examination
    2014-06-06
  • S66 Uniform Combined State Law Examination
    2004-08-18
Other Names
  • Reginald George Pickral

View on SEC IAPD

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