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Eileen Lessun Sienkiewicz

Pinnacle Investments, LLC

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About Eileen Lessun Sienkiewicz

Eileen Lessun Sienkiewicz is a financial advisor with over 30 years of experience in the industry. She is currently registered with Pinnacle Investments, LLC and has been with the firm since April 2009. Eileen is licensed in multiple states and offers a variety of financial services, including financial planning, educational workshops, and portfolio management. Eileen is also a registered investment advisor representative and is a member of FINRA. Previously, Eileen worked at UBS Financial Services Inc., McDonald Investments Inc., and A.G. Edwards & Sons, Inc..

Firm Information

Eileen Sienkiewicz 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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Eileen Sienkiewicz’s Registration & Firm History

NY

01/31/2025 - Present

Pinnacle Investments, LLC (EAST SYRACUSE NY)

NY

02/09/2007 - 05/05/2009

UBS FINANCIAL SERVICES INC. (SYRACUSE NY)

NY

01/22/2007 - 02/09/2007

MCDONALD INVESTMENTS INC. (ALBANY NY)

NY

07/02/1993 - 01/24/2007

A. G. EDWARDS & SONS, INC. (DEWITT NY)

NY

03/27/1986 - 07/29/1993

MARINE MIDLAND SECURITIES, INC. (NEW YORK NY)

NA

10/10/1988 - 09/30/1991

MARINE MIDLAND CAPITAL MARKETS CORP.

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Licenses & Designations

BC

Issued 05/01/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Eileen Lessun Sienkiewicz. Review regulatory record here.
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