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John Buss

Pinnacle Investments, LLC

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About John Buss

John Buss is a financial advisor at Pinnacle Investments, LLC, with over 10 years of experience in the industry. John is registered with FINRA and the states of Alaska, California, Colorado, Connecticut, Florida, Hawaii, Indiana, Kentucky, Massachusetts, Michigan, Missouri, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia, and Washington. John has also passed the Series 66, Series 7, and SIE exams. John specializes in providing financial planning and portfolio management services to individuals and businesses.

Firm Information

John Buss 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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John Buss’s Registration & Firm History

NY

01/30/2024 - Present

Pinnacle Investments, LLC (EAST SYRACUSE NY)

NY

10/23/2018 - 01/07/2020

PRUCO SECURITIES, LLC. (DEWITT NY)

NY

09/10/2012 - 10/18/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAYETTEVILLE NY)

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Licenses & Designations

BOTH

Issued 10/19/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Buss.
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