Financial ADVSR advisor directory · SEC adviser records
Pinnacle Investments, LLC financial advisors in Auburn, NY
Every SEC-registered investment adviser representative at a Pinnacle Investments, LLC office in Auburn, A to Z.
The short answer
4 registered advisors work at Pinnacle Investments, LLC in Auburn, out of 54 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Pinnacle Investments, LLC advisors in Auburn, A to Z
Every Pinnacle Investments, LLC advisor →- Timothy C. CarrCertified Financial Planner · Also a broker rep
- Margot A. StotlerAlso a broker rep
- Kevin SzozdaAlso a broker rep
- Janet C. ZaneAlso a broker rep
Pinnacle Investments, LLC advisors in every city and state →Pinnacle Investments, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Pinnacle Investments, LLC advisors in other cities
East Syracuse, NY 31Boca Raton, FL 2Syracuse, NY 2Abington, PA 1Albany, NY 1Beverly, MA 1Kittanning, PA 1Livonia, NY 1Malden, MA 1Miami, FL 1Monaca, PA 1North Smithfield, RI 1Palmetto, FL 1Philadelphia, PA 1Port St Joe, FL 1
Questions
How many financial advisors does Pinnacle Investments, LLC have in Auburn?
4 investment adviser representatives are registered at Pinnacle Investments, LLC offices in Auburn, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 54 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Pinnacle Investments, LLC one of the largest advisor employers in Auburn?
Pinnacle Investments, LLC ranks number 1 in Auburn by registered advisors, ahead of every other firm.
How do I check a Pinnacle Investments, LLC advisor in Auburn?
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 Investments, LLC 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.