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Pinnacle Advisors LLC

● SEC registered since 1996CRD 107275SEC# 801-53493East Syracuse, NY
Export (members)
Reg. AUM
$475K
Employees
2
Accounts
1
Location
East Syracuse, NY

Pinnacle Advisors LLC assets under management

Pinnacle Advisors LLC is a registered investment adviser overseen by the SEC based in East Syracuse, NY. The firm has been registered since 1996. It reports $475,478 in regulatory assets under management and employs 2 people.

Pinnacle Advisors LLC owners & executives

6 reported
NameTitleOwnershipSince
Benjamin Ryan QuiltyChief Compliance Officer10-25%2013
Gregg Anthony Kidd ControlMember25-50%1996
Gregory B Cuvelier ControlMember10-25%1998
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Frequently asked questions

How much does Pinnacle Advisors LLC manage?

Pinnacle Advisors LLC reports $475,478 in regulatory assets under management on its Form ADV.

How many employees does Pinnacle Advisors LLC have?

Pinnacle Advisors LLC reports 2 employees.

Where is Pinnacle Advisors LLC located?

Pinnacle Advisors LLC is based in East Syracuse, NY and has been SEC-registered since 1996.

Does Pinnacle Advisors LLC disclose fund performance?

Pinnacle Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057
Phone315.251.1101
Fax315.251.1110
Office hours8:30a.m.-5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$475K
Non-discretionary$0
Total (RAUM)$475K