linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Peter Nathan Marron

Pinnacle Associates, Ltd.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Peter? Claim Your Profile

About Peter Nathan Marron

Peter Marron is a financial advisor with Pinnacle Associates, Ltd. Peter has been in the industry since 1984, and holds Series 1, 63, 8, and 24 securities licenses. Peter is a Chartered Financial Analyst and specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses. Prior to joining Pinnacle Associates, Ltd., Peter worked at MATRIX CAPITAL GROUP, INC., PRUDENTIAL SECURITIES INCORPORATED, and BEAR, STEARNS & CO. INC.

Firm Information

Peter Marron 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Peter Marron’s Registration & Firm History

NY

05/26/2006 - Present

Pinnacle Associates, Ltd. (NEW YORK NY)

NY

12/17/1993 - 09/26/2007

MATRIX CAPITAL GROUP, INC. (NEW YORK NY)

NY

04/03/1991 - 01/15/1993

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

06/27/1984 - 12/20/1990

BEAR, STEARNS & CO. INC. (NEW YORK NY)

Not sure if Peter Nathan Marron is right for you?

Licenses & Designations

BC

Issued 08/23/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/1993

Series 24 - General Securities Principal Examination

BC

Issued 09/26/1988

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 12/06/1971

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Nathan Marron.
Not sure if Peter Nathan Marron is right for you?