Owner · Pinnacle Capital Management, LLC
Gregg A. Kidd
CRD 1353130 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Pinnacle Capital Management, LLC, an SEC-registered wealth manager based in East Syracuse, NY with $300 million in regulatory assets, lists Gregg A. Kidd on its Form ADV as Owner, a control person. The SEC filings also name Gregg at 2 other registered advisers.
Firms and roles
- Pinnacle Capital Management, LLCOwnerWealth manager · East Syracuse, NY · $300M in regulatory assets
- Pinnacle Advisors LLCMemberPrivate fund adviser · East Syracuse, NY · $0M in regulatory assets
- Pinnacle Investments, LLCShareholderBroker-dealer firm · East Syracuse, NY · $1.3B in regulatory assets
AtlasMembers
Gregg’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
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings (9)
- Stephen J. FauerChief Investment Officer, Pinnacle Capital Management, LLC
- Gregory B CuvelierMember, Pinnacle Advisors LLC
- Luke J. LonerganMember, Pinnacle Advisors LLC
- Jr. R. D. LanningMember, Pinnacle Advisors LLC
- Robert F. CuculichPresident, Pinnacle Advisors LLC
4 more people named with Gregg on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregg’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.