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Eileen Lessun Sienkiewicz

Pinnacle Investments, LLC

East Syracuse, NY

CRD 1466857

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Employer firm

Pinnacle Investments, LLC CRD 142910

$1.29B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Pinnacle Investments, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-05
VT RA APPROVED 2025-01-31
MI RA APPROVED 2025-01-28
NC RA APPROVED 2025-01-27
NY RA APPROVED 2021-04-12
  • NJ RA
    APPROVED
    Since 2025-03-05
  • VT RA
    APPROVED
    Since 2025-01-31
  • MI RA
    APPROVED
    Since 2025-01-28
  • NC RA
    APPROVED
    Since 2025-01-27
  • NY RA
    APPROVED
    Since 2021-04-12

Branch Locations

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Pinnacle Investments, Llc Syracuse NY 04/2009 Present
Other Businesses

RENTAL PROPERTIES/NON INVESTMENT RELATED/305 LYNN RD CAMILLUS, NY 13031/TITLE: LANDLORD/NO HOURS DEVOTED DURING BUSINESS HOURS/4-10 HOURS DEVOTED AFTER BUSINESS HOURS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-05-01
  • S63 Uniform Securities Agent State Law Examination
    1986-05-01

View on SEC IAPD

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