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Inactive

Jack Joseph Casey

Pinnacle Associates, Ltd.

Holmdel, NJ

New York, NY

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Current Employers
Pinnacle Associates, Ltd.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-07-17
  • NJ RA
    APPROVED
    Since 2025-07-17

Branch Locations

101 Crawfords Corner Road Building 3 Suite 3129, Holmdel, NJ 07733 • United States

286 Madison Avenue 20Th Floor, New York, NY 10017 • 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
High School Holmdel NJ 01/2015 06/2019
Providence College Providence RI 06/2019 06/2024
Pinnacle Associates, Ltd. New York NY 06/2024 Present
  • 01/2015 → 06/2019
    High School
    Holmdel, NJ
  • 06/2019 → 06/2024
    Providence College
    Providence, RI
  • 06/2024 → Present
    Pinnacle Associates, Ltd.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-15
  • S65 Uniform Investment Adviser Law Examination
    2025-07-15

View on SEC IAPD

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