Investment adviser representative · Pinnacle Associates, Ltd.
Austin Hagaman
CRD 5961221 · Red Bank, NJ
At a glance
Austin Hagaman is an investment adviser representative with Pinnacle Associates, Ltd. in Red Bank, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Austin’s SEC record dates to 2013, about 13 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firms
- Pinnacle Associates, Ltd.Since August 2018Red Bank, NJ · $10B in regulatory assets
- Withum Wealth ManagementSince January 2013Red Bank, NJ · $2.3B in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Austin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Pinnacle Associates, Ltd.
- James F. FerrareRed Bank · Chartered Financial Analyst
- Alexander SmitRed Bank · Certified Financial Planner
- John H. BocockRichmond
- Ryan J. ByrneNew York
- Jack J. CaseyHolmdel
- Christopher CochranNew York · Certified Financial Planner
- Carmine N. D'AvinoRedbank · Certified Financial Planner
- Michael F. DelfinoNew York
Every advisor at Pinnacle Associates, Ltd. →Pinnacle Associates, Ltd.: assets, clients and custodians →Financial advisors in Red Bank, NJ →Every Pinnacle Associates, Ltd. advisor in Red Bank →Advisor Moves: who changed firms this week →