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Kristopher A Kelleher

Pinnacle Investments, LLC

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About Kristopher A Kelleher

Kristopher Kelleher is a registered representative and investment advisor representative with Pinnacle Investments, LLC. Kristopher is a financial professional with over 4 years of experience in the industry. Kristopher holds licenses in both Florida and New York and has passed the Series 7, Series 24, Series 14, and Series 66 examinations. Pinnacle Investments, LLC is an independent investment advisory firm with offices in East Syracuse, NY and Clearwater, FL.

Firm Information

Kristopher Kelleher 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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Kristopher Kelleher’s Registration & Firm History

NY

06/28/2022 - Present

Pinnacle Investments, LLC (EAST SYRACUSE NY)

FL

02/20/2018 - 06/16/2021

CALTON & ASSOCIATES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 03/11/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 09/27/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristopher A Kelleher.
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