linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Pinnacle Associates, Ltd.

Headquartered in NEW YORK, NY

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Pinnacle Associates, Ltd. is an investment advisor headquartered in New York, NY. The firm manages approximately $8.14 billion in assets and has a team of 25 investment adviser representatives and 29 investment advisory functions. Pinnacle Associates offers a range of investment advisory services, including financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. They serve a diverse clientele including high-net-worth individuals, corporations, trusts, foundations, and charitable organizations. The firm also participates in wrap fee programs.

Pinnacle Associates, Ltd.

286 MADISON AVENUE

NEW YORK, NY 10017

$8.14B

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (13)

PINNACLE ASSOCIATES, LTD. has a total of 13 branch locations across the country.
location

Bethesda, MD

location

Whippany, NJ

location

Tarrytown, NY

location

REDBANK, NJ

location

NEW YORK, NY

location

Richmond, VA

location

IRVINE, CA

location

Naples, FL

location

Westport, CT

location

RED BANK, NJ

location

STAMFORD, CT

location

Winter Garden, FL

location

PRINCETON, NJ

Advisors at Pinnacle Associates, Ltd.

View All 28 Advisors
Unclaimed
Monica Judith Jalife

CFP®, CFA®, RA

NEW YORK, NY

View Profile
Unclaimed
Alexander Smit

CFP®, RA

Red Bank, NJ

View Profile
Unclaimed
Peter Nathan Marron

CFA®, RA

NEW YORK, NY

View Profile
Unclaimed
Harold Ward Stein

RA

NEW YORK, NY

View Profile
Unclaimed
Michael Francis Delfino

RA

Tarrytown, NY

View Profile
Unclaimed
Richard Alan Rosen

CFA®, RA

NEW YORK, NY

View Profile
Unclaimed
Reginald George Pickral

RA

NEW YORK, NY

View Profile
Unclaimed
Max J Schaul

CFA®, RA

NEW YORK, NY

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Pinnacle Associates, Ltd. is right for you?

Disclosures

There are no public disclosures for Pinnacle Associates, Ltd..

Frequently Asked Questions (6)

Not sure if Pinnacle Associates, Ltd. is right for you?