Best Investors Account Sign in
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
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-16
  • S66 Uniform Combined State Law Examination
    2003-12-16
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor