Best Investors Account Sign in

Daniel Maury Posniak

Pinnacle Investments, LLC

East Syracuse, NY

Claim This Profile
Current Employers
Pinnacle Investments, Llc

5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-27
FL RA APPROVED 2025-01-24
NC RA APPROVED 2025-01-24
NY RA APPROVED 2021-04-12
  • OR RA
    APPROVED
    Since 2025-01-27
  • FL RA
    APPROVED
    Since 2025-01-24
  • NC RA
    APPROVED
    Since 2025-01-24
  • NY RA
    APPROVED
    Since 2021-04-12

Branch Locations

5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • 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 Investments, Llc Syracuse NY 04/2009 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-09-23
S63 Uniform Securities Agent State Law Examination 1983-06-15
  • S65 Uniform Investment Adviser Law Examination
    1996-09-23
  • S63 Uniform Securities Agent State Law Examination
    1983-06-15

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK
FARTHER
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
PINNACLE CAPITAL MANAGEMENT, LLC
PINNACLE ADVISORS LLC
NOTTINGHAM WEALTH PARTNERS, INC.
EAGLE STRATEGIES LLC

Other Investors

CHRISTOPHER CHARLES KEEGAN
RAYMOND ALLEN YACKEL
GARY R. CRONISER
PATRICK R. LYNCH
CARL A DATTELLAS
Thomas Parker Westers
JOHN ANDREW DONOHUE
PETER SCHNEIDER

Other Offices

COMMONWEALTH FINANCIAL NETWORK · EAST SYRACUSE, NY
FARTHER · East Syracuse, NY
AMERIPRISE FINANCIAL SERVICES, LLC · EAST SYRACUSE, NY
LPL FINANCIAL LLC · EAST SYRACUSE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · EAST SYRACUSE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · East Syracuse, NY
PINNACLE CAPITAL MANAGEMENT, LLC · EAST SYRACUSE, NY
PINNACLE ADVISORS LLC · EAST SYRACUSE, NY

More in East Syracuse, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor