linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Carly Romano Kidd

Pinnacle Investments, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Carly? Claim Your Profile

About Carly Romano Kidd

Carly Romano Kidd is a financial advisor with Pinnacle Investments, LLC, based in East Syracuse, NY. Carly has a background in financial services, having previously worked with Citigroup Global Markets Inc. and Anchorage Capital. Carly is a licensed professional with Series 7, 66, 52, 53, and 24 licenses, and holds registrations in several states. Carly specializes in providing financial planning and portfolio management for individuals and businesses.

Firm Information

Carly 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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

percentage of assets

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

check

other

Educational workshops

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.

Carly Kidd’s Registration & Firm History

NY

02/10/2023 - Present

Pinnacle Investments, LLC (EAST SYRACUSE NY)

NY

08/20/2019 - 08/18/2020

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

09/26/2018 - 08/08/2019

PINNACLE INVESTMENTS, LLC (EAST SYRACUSE NY)

Not sure if Carly Romano Kidd is right for you?

Licenses & Designations

BOTH

Issued 11/16/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/30/2022

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/02/2022

Series 24 - General Securities Principal Examination

BC

Issued 11/16/2022

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carly Romano Kidd.
Not sure if Carly Romano Kidd is right for you?