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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-24 |
| OH | RA | APPROVED | 2025-02-03 |
| NC | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
| CA | RA | APPROVED | 2025-01-23 |
| MN | RA | APPROVED | 2025-01-23 |
| NJ | RA | APPROVED | 2025-01-23 |
| GA | RA | APPROVED | 2024-02-14 |
| NY | RA | APPROVED | 2021-04-12 |
| FL | RA | APPROVED | 2016-10-07 |
Branch Locations
5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Estero, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Investments, Llc | Syracuse | NY | 05/2013 | Present |
Update Medical University Foundation, Is Not Investment Related, "None, , Syracuse, NY, 13057, United States", University foundation, Board Of Directors Member,5/3/2013,1 hours per month,0 hours per month during trading hours, No Compensation Compensation, Board duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-12 |
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