Adviser and broker representative · Pinnacle Investments, LLC
Bridget R. Ball
CRD 4285536 · East Syracuse, NY
At a glance
Bridget R. Ball is an investment adviser representative with Pinnacle Investments, LLC in East Syracuse, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bridget’s SEC record dates to 2016, about 10 years ago. Bridget is also registered as a broker representative.
Current advisory firm
- Pinnacle Investments, LLCSince August 2016East Syracuse, NY · $1.3B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 14 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Bridget’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
- Locked
- 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
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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 and FINRA BrokerCheck.