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Brandon Romano Kidd

Pinnacle Investments, LLC

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About Brandon Romano Kidd

Brandon Kidd is a registered investment advisor representative with Pinnacle Investments, LLC. Brandon has been in the industry since December 2014. Brandon holds Series 7, Series 63, Series 65 and SIE licenses and has passed the required state and federal examinations. Brandon is registered as an investment advisor in Alabama, California, Colorado, District of Columbia, Florida, Georgia, New Jersey, New York, North Carolina, Pennsylvania, Utah and Virginia. Brandon's primary office location is at 5845 WIDEWATERS PKWY, STE 300, EAST SYRACUSE, NY 13057. Brandon's professional experience includes working as an investment advisor representative for Pinnacle Investments, LLC.

Firm Information

Brandon Kidd 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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Brandon Kidd’s Registration & Firm History

NY

02/10/2023 - Present

Pinnacle Investments, LLC (EAST SYRACUSE NY)

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Licenses & Designations

IA

Issued 11/04/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Romano Kidd.
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