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Charles Stewart

Pinnacle Investments, LLC

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About Charles Stewart

Charles Stewart is a registered representative and investment advisor representative with Pinnacle Investments, LLC. Charles has been in the financial services industry since July 2024. Charles holds Series 7TO, Series 63, and Series 65 licenses. Charles is registered in Florida, California, Louisiana, Minnesota, Ohio, and Texas. Charles also holds the SIE exam. Charles's specializations include investment advisory services, financial planning, and portfolio management for individuals and businesses. Charles is also a sports agent and real estate agent.

Firm Information

Charles Stewart 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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Charles Stewart’s Registration & Firm History

FL

07/26/2024 - Present

Pinnacle Investments, LLC (BOCA RATON FL)

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Licenses & Designations

BC

Issued 08/16/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/19/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/2024

Series 7TO - General Securities Representative Examination

BC

Issued 05/08/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Stewart.
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