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James F Ferrare

Pinnacle Associates, Ltd.

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About James F Ferrare

James F. Ferrare is a financial advisor with Pinnacle Associates, Ltd. and Withum Wealth Management. James has been in the industry since 1999. James is a Chartered Financial Analyst and holds the Series 3 license. James is registered to provide investment advice in Connecticut and New Jersey. James specializes in providing financial planning, portfolio management for individuals, businesses and pooled investment vehicles. James also serves on the Boards for the Parker Family Foundation and Spring Point Senior Living.

Firm Information

James Ferrare is currently registered with Pinnacle Associates, Ltd.. Pinnacle Associates, Ltd. is an investment advisor headquartered in New York, NY. The firm manages approximately $8.14 billion in assets and has a team of 25 investment adviser representatives and 29 investment advisory functions. Pinnacle Associates offers a range of investment advisory services, including financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. They serve a diverse clientele including high-net-worth individuals, corporations, trusts, foundations, and charitable organizations. The firm also participates in wrap fee programs.
Pinnacle Associates, Ltd.

286 MADISON AVENUE

NEW YORK, NY 10017

$8.14B

Assets Under Management

Not reported

Total Clients

28

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Ferrare’s Registration & Firm History

NJ

07/23/2002 - Present

Pinnacle Associates, Ltd. (RED BANK NJ)

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Licenses & Designations

BC

Issued 11/01/1989

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James F Ferrare.
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