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Daniel Maury Posniak

Pinnacle Investments, LLC

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About Daniel Maury Posniak

Daniel Maury Posniak is an Investment Advisor Representative with Pinnacle Investments, LLC. Daniel is also registered in 12 states as a Registered Representative, with a total of 13 approved registrations in 13 states. Daniel has been working in the industry since 1974 and is approved to offer advisory services, including financial planning, portfolio management for individuals, selection of other advisors, and educational seminars.

Firm Information

Daniel Posniak 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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Daniel Posniak’s Registration & Firm History

NY

01/27/2025 - Present

Pinnacle Investments, LLC (EAST SYRACUSE NY)

NY

05/04/1990 - 04/15/2009

UBS FINANCIAL SERVICES INC. (SYRACUSE NY)

NY

09/17/1979 - 06/01/1990

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

NA

01/18/1978 - 09/17/1979

LOEB PARTNERS

NA

01/04/1977 - 01/18/1978

LOEB RHOADES & CO. INC.

NA

07/03/1974 - 01/04/1977

LOEB, RHOADES & CO. INC.

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Licenses & Designations

IA

Issued 09/23/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/15/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/1977

PC - AMEX Put and Call Exam

BC

Issued 07/01/1974

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Maury Posniak.
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