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James Daniel McQuiggan

Pinnacle Investments, LLC

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About James Daniel McQuiggan

James McQuiggan is an investment advisor representative with Pinnacle Investments, LLC. James has been in the securities industry since September 14, 1998. James McQuiggan is registered with the state of New York. James McQuiggan's firm Pinnacle Investments, LLC, is a registered investment advisor in the state of New York. James has a total of 10 years of experience in the financial industry.

Firm Information

James McQuiggan 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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James McQuiggan’s Registration & Firm History

FL

04/12/2021 - Present

Pinnacle Investments, LLC (PORT ST JOE FL)

NY

06/01/2009 - 08/14/2009

MORGAN STANLEY SMITH BARNEY (SKANEATELES NY)

NY

09/15/1998 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (SKANEATELES NY)

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Licenses & Designations

IA

Issued 03/21/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Daniel McQuiggan.
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