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Pinnacle Investments, LLC CRD 142910
$1.29B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-07-14 |
| DE | RA | APPROVED | 2026-04-22 |
| NH | RA | APPROVED | 2026-04-22 |
| FL | RA | APPROVED | 2026-04-08 |
| PA | RA | APPROVED | 2026-04-07 |
| SC | RA | APPROVED | 2026-04-07 |
| NY | RA | APPROVED | 2021-04-12 |
Branch Locations
5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Investments, Llc | Syracuse | NY | 05/2015 | Present |
CONFIDENTIAL PLANNING TITLE: INVESTMENT ADVISOR Bent Ear, Is Not Investment Related, "5845 Widewaters Pkwy, Ste 300, East Syracuse, NY, 13057, United States", Managed IT,Referrer,7/1/2024,2 hours per month,0 hours per month during trading hours, Commission Compensation, Helping a new business meet clients and in return receiving a referral commission. "Pinnacle Holding Co., LLC",Is Not Investment Related,"5845 Widewaters Parkway, Suite 300, East Syracuse, NY, 13057, United States", Multiple, Board Member,1/2/2025,5 hours per month,5 hours per month during trading hours, Other Compensation,"$500 per meeting, which the frequency being two or more times per calendar year. Function as a member of the board to aid with decision making and company direction." Pinnacle Holding Company, Not Investment Related, 5845 Widwaters Pkwy, Ste 300, East Syracuse, NY, 13057, United States Title: Chief Revenue Officer, 6/12/2025, 40 hours per month, 0 hours per month during trading. Compensation by salary. Job duties include working with each subsidiary at Pinnacle to better align our sales efforts with Marketing strategies and long term company goals. Making sure client's are satisfied and that we can grow organically through client nurturing and referrals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-14 |
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