Financial ADVSR advisor directory · SEC adviser records
Pinnacle Associates, Ltd. financial advisors in New York
Every SEC-registered investment adviser representative at a Pinnacle Associates, Ltd. office in New York, by city and A to Z.
The short answer
17 registered advisors work at Pinnacle Associates, Ltd. in New York, out of 32 nationwide; it's the firm's number 1 state by advisors, and the most are in New York (17). 3 list the CFP designation and 0 are also registered broker representatives.
Pinnacle Associates, Ltd. advisors by city in New York
Every firm in New York →Pinnacle Associates, Ltd. advisors in New York, A to Z
Search by name →- Ryan J. ByrneNew York
- Christopher CochranNew York · Certified Financial Planner
- Michael F. DelfinoNew York
- Donald M. Dowd IIINew York
- Eric N. FreedgoodNew York · Chartered Financial Analyst
- Alice A. GabrieleNew York
- King H. HarrisNew York
- Monica J. JalifeNew York · Certified Financial Planner, Chartered Financial Analyst
- Peter N. MarronNew York · Chartered Financial Analyst
- Amy L. PastorinoNew York · Certified Financial Planner
- Edgar N. PerezNew York
- Timothy J. PiacentiniNew York · Chartered Financial Analyst
- Reginald G. PickralNew York
- Richard A. RosenNew York · Chartered Financial Analyst
- Max J. SchaulNew York · Chartered Financial Analyst
- William E. Sizemore Jr.New York
- Harold W. SteinNew York
Pinnacle Associates, Ltd. advisors in every state →Pinnacle Associates, Ltd.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Pinnacle Associates, Ltd. in other states
Questions
How many Pinnacle Associates, Ltd. financial advisors are in New York?
17 investment adviser representatives are registered at Pinnacle Associates, Ltd. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 32 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in New York does Pinnacle Associates, Ltd. have the most advisors?
New York, with 17, then Tarrytown (1). Pinnacle Associates, Ltd. has advisors in 2 cities in New York.
How do I check a Pinnacle Associates, Ltd. advisor in New York?
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.