Pinnacle Investments, LLC
East Syracuse, NY·SEC-registered · CRD #142910
Pinnacle Investments, LLC is an SEC-registered investment advisory firm in East Syracuse, NY managing $1.3B across 3.2k client accounts, with 55 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.3B
Client accounts
3.2k
Advisory staff
55
Fee model
Fee-only
How Pinnacle Investments, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Pinnacle Investments, LLC
How much does Pinnacle Investments, LLC manage?
Per its most recent SEC Form ADV filing (06/01/2026), Pinnacle Investments, LLC reports $1.3B in regulatory assets under management across roughly 3.2k client accounts.
How does Pinnacle Investments, LLC charge?
Pinnacle Investments, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Pinnacle Investments, LLC a fiduciary?
Yes. Pinnacle Investments, LLC is registered with the U.S. Securities and Exchange Commission (CRD #142910), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Pinnacle Investments, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Pinnacle Investments, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in East Syracuse, NY
Profile compiled from Pinnacle Investments, LLC's public SEC Form ADV filing (CRD #142910, filed 06/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Pinnacle Investments, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Pinnacle Investments, LLC? Claim this profile.