Pinnacle Advisors LLC
● SEC registered since 1996CRD 107275SEC# 801-53493East Syracuse, NY
Reg. AUM
$433K
Employees
2
Accounts
1
Location
East Syracuse, NY
Pinnacle Advisors LLC assets under management
Pinnacle Advisors LLC is a registered investment adviser overseen by the SEC based in East Syracuse, NY. The firm has been registered since 1996. It reports $433,140 in regulatory assets under management and employs 2 people.
Pinnacle Advisors LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Ryan Quilty | Chief Compliance Officer | 10-25% | 2013 |
| Gregg Anthony Kidd Control | Member | 25-50% | 1996 |
| Gregory B Cuvelier Control | Member | 10-25% | 1998 |
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Join to unlock · $37/moFrequently asked questions
How much does Pinnacle Advisors LLC manage?
Pinnacle Advisors LLC reports $433,140 in regulatory assets under management on its Form ADV.
How many employees does Pinnacle Advisors LLC have?
Pinnacle Advisors LLC reports 2 employees.
Where is Pinnacle Advisors LLC located?
Pinnacle Advisors LLC is based in East Syracuse, NY and has been SEC-registered since 1996.
Does Pinnacle Advisors LLC disclose fund performance?
Pinnacle Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057 |
| Phone | 315.251.1101 |
| Fax | 315.251.1110 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$433K▼ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$433Kregulatory AUM
Discretionary $433K