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Monica Judith Jalife

Pinnacle Associates, Ltd.

New York, NY

Winter Garden, FL

Withum Wealth Management

Red Bank, NJ

Winter Garden, FL

CRD 4775856

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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
TX RA APPROVED_RES 2018-10-10
FL RA APPROVED 2017-02-20
CT RA APPROVED 2012-12-06
  • TX RA
    APPROVED_RES
    Since 2018-10-10
  • FL RA
    APPROVED
    Since 2017-02-20
  • CT RA
    APPROVED
    Since 2012-12-06

Branch Locations

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

Winter Garden, FL • United States

Withum Wealth Management

47 Reckless Place, Red Bank, NJ 07701 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-12-05
NJ RA APPROVED 2011-09-15
  • FL RA
    APPROVED
    Since 2016-12-05
  • NJ RA
    APPROVED
    Since 2011-09-15

Branch Locations

47 Reckless Place, Red Bank, NJ 07701 • United States

Winter Garden, FL • 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
Pinnacle Wealth Management Advisory Group, Llc Red Bank NJ 08/2011 Present
Pinnacle Associates, Ltd. New York NY 05/2002 Present
  • 08/2011 → Present
    Pinnacle Wealth Management Advisory Group, Llc
    Red Bank, NJ
  • 05/2002 → Present
    Pinnacle Associates, Ltd.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-16
  • S66 Uniform Combined State Law Examination
    2003-12-16
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

STEVEN MARC MUEHLGAY
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Nearby Offices

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P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
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