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Chief Executive Officer · Pinnacle Investments, LLC

Benjamin R. Quilty

CRD 5391743 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Pinnacle Investments, LLC, an SEC-registered broker-dealer firm based in East Syracuse, NY with $1.3 billion in regulatory assets, lists Benjamin R. Quilty on its Form ADV as Chief Executive Officer, a control person. The SEC filings also name Benjamin at 1 other registered adviser.

Firms and roles

  • Pinnacle Investments, LLCChief Executive OfficerBroker-dealer firm · East Syracuse, NY · $1.3B in regulatory assets
  • Pinnacle Advisors LLCChief Compliance OfficerPrivate fund adviser · East Syracuse, NY · $0M in regulatory assets

AtlasMembers

Benjamin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Benjamin on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.