Pinnacle Investments, LLC
Financial ServicesView the employees at
Pinnacle Investments, LLC-
Margot Stotler Financial Advisor, Mother of Three, Lover of Life
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Auburn, New York, United States
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Rising Star
Bridget Ball Shaw Vice President/Financial Advisor at Pinnacle Investments, LLC-
Averill Park, New York, United States
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Top 5%
Adam Gartside Financial Advisor at Pinnacle Investments, LLC-
Morristown, New Jersey, United States
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Rising Star
Kevin Szozda Financial Advisor, Pinnacle Investments-
Top 10%
Benjamin Welling, MBA Client Service Associate at Pinnacle Investments-
Fayetteville, New York, United States
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Rising Star
Overview
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm’s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We’ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle’s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.
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