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Colin Nardella

Pinnacle Investments, LLC

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About Colin Nardella

Colin Nardella is a Registered Representative with Pinnacle Investments, LLC. Colin has been in the industry for 2 years and has a Series 63, Series 65, and Series 7TO license. Colin's firm Pinnacle Investments, LLC has been in business for 7 years and has approximately $1 billion in assets under management. Colin specializes in providing financial planning, educational seminars, and portfolio management services to individuals and businesses.

Firm Information

Colin Nardella 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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Colin Nardella’s Registration & Firm History

NY

01/21/2025 - Present

Pinnacle Investments, LLC (EAST SYRACUSE NY)

PA

09/23/2021 - 07/14/2023

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

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Licenses & Designations

IA

Issued 11/03/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/23/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colin Nardella.
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