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Financial ADVSR advisor directory · SEC adviser records

Pinnacle Associates, Ltd. financial advisors in Westport, CT

Every SEC-registered investment adviser representative at a Pinnacle Associates, Ltd. office in Westport, A to Z.

The short answer

3 registered advisors work at Pinnacle Associates, Ltd. in Westport, out of 32 at the firm nationwide; it ranks number 29 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Pinnacle Associates, Ltd. advisors in Westport, A to Z

Every Pinnacle Associates, Ltd. advisor →

Pinnacle Associates, Ltd. advisors in every city and state →Pinnacle Associates, Ltd.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Pinnacle Associates, Ltd. advisors in other cities

New York, NY 17Richmond, VA 4Red Bank, NJ 3Redbank, NJ 2Bethesda, MD 1Holmdel, NJ 1Irvine, CA 1

Other firms in Westport

All Westport advisors →

Morgan Stanley 68UBS Financial Services Inc. 42Wells Fargo Clearing Services, LLC 37RBC Capital Markets, LLC 17Coastal Bridge Advisors 16Focus Partners Wealth, LLC 15LPL Financial LLC 11Ihs Herold Inc. 9Ameriprise Financial Services, LLC 8Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Raymond James & Associates, Inc. 8Third View Private Wealth 7

Questions

How many financial advisors does Pinnacle Associates, Ltd. have in Westport?

3 investment adviser representatives are registered at Pinnacle Associates, Ltd. offices in Westport, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 32 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Pinnacle Associates, Ltd. one of the largest advisor employers in Westport?

Pinnacle Associates, Ltd. ranks number 29 in Westport by registered advisors; Morgan Stanley has the most, with 68.

How do I check a Pinnacle Associates, Ltd. advisor in Westport?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Pinnacle Associates, Ltd. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.