Pinnacle Investments, LLC

Overview

Pinnacle Investments, LLC is a Broker Dealer and registered investment adviser based in East Syracuse, NY, registered since 2007. It reports $1.3B in assets under management across 3,143 accounts, with 60 employees. Its 68 registered representatives work across 12 branch offices in 5 states.

Reported AUM

$1.3B

Discretionary

99%

Accounts

3,143

Average account

$412K

Employees

60

Registered reps

68

Branch offices

12

Registered since

2007

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Options
• Private Placements
• Retirement/Pension Products
• 4 more

Executive officers 3 of 5

• Benjamin Ryan Quilty Chief Executive Officer CRD 5391743
• Eric Douglas Krouse Chief Operating Officer, Options Principal CRD 4338577
• Kenneth Ronald George Financial Operations Principal CRD 2643369

2 more executive officers, with direct contact details

Registered reps 3 of 68

• Bridget Rose Ball Registered Rep · Investment Adviser Rep CRD 4285536
• Raymond S Beck Registered Rep · Investment Adviser Rep CRD 16205
• Robert S Beck Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2121454

65 more registered reps, with emails, phones and branch locations

Location

Headquarters

5845 Widewaters Pkwy Ste 300
East Syracuse, NY 13057

County

Onondaga

Metro area

Syracuse, NY

Region

Northeast

Branch offices

12 in 5 states, including Auburn, NY, Boca Raton, FL and Albany, NY

Registrations

• SEC and state registered, limited liability company formed in New York
• Registered in 51 jurisdictions
• Website: pinnacleinvestments.com

Every state, with registration dates

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