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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 |
|---|---|---|---|
| ME | RA | APPROVED | 2026-06-02 |
| MD | RA | APPROVED | 2026-05-18 |
| MA | RA | APPROVED | 2026-02-24 |
| CT | RA | APPROVED | 2026-02-18 |
| NY | RA | APPROVED | 2025-12-15 |
| PA | RA | APPROVED | 2025-12-15 |
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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 05/2020 | 12/2025 |
| Obg Part Of Ramboll | Syracuse | NY | 06/2019 | 08/2020 |
| Woodcrest Golf Course | Manlius | NY | 06/2016 | 08/2018 |
| St. Lawrence University | Canton | NY | 08/2016 | 05/2020 |
| Madison County District Attorneys Office | Wampsville | NY | 06/2018 | 08/2018 |
| Pinnacle Investments, Llc | East Syracuse | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-02 |
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