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Andrea Elizabeth Coladarci

Pinnacle Investments, LLC

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About Andrea Elizabeth Coladarci

Andrea Coladarci is a financial advisor registered with Pinnacle Investments, LLC. Andrea has been in the financial services industry since September 12, 2011. Andrea is a registered representative and investment advisor representative in California, Florida, New Jersey, New York, and Pennsylvania. Andrea's firm, Pinnacle Investments, LLC, is an independent Registered Investment Advisor (RIA). The firm provides investment advisory services to individuals, high net worth individuals, and corporations. Andrea has a passion for helping her clients achieve their financial goals. Andrea is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Andrea Coladarci is currently registered with Pinnacle Investments, LLC. Pinnacle Investments, LLC is a Limited Liability Company formed in August 2006 with its main office in East Syracuse, NY. The firm provides financial planning, educational seminars, and portfolio management services for individuals and high-net-worth clients. They also offer selection of other advisors and operate a wrap fee program. Pinnacle Investments is registered with the SEC and in all 50 states. The firm manages over $1 billion in assets.
Pinnacle Investments, LLC

5845 WIDEWATERS PKWY

EAST SYRACUSE, NY 13057

$1.07B

Assets Under Management

Not reported

Total Clients

61

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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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percentage of assets

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

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other

Educational workshops

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Andrea Coladarci’s Registration & Firm History

NY

04/07/2022 - Present

Pinnacle Investments, LLC (Rochester NY)

NJ

12/05/2011 - 04/06/2022

VALIC FINANCIAL ADVISORS, INC. (MOUNT LAUREL NJ)

NJ

09/13/2011 - 01/04/2012

MORGAN STANLEY SMITH BARNEY (FLORHAM PARK NJ)

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Licenses & Designations

BOTH

Issued 10/11/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrea Elizabeth Coladarci.
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