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Robert Frank Cuculich

Pinnacle Investments, LLC

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About Robert Frank Cuculich

Robert Cuculich is an investment advisor representative with Pinnacle Investments, LLC, based in East Syracuse, New York. Robert has been active in the industry since March 1980, working for both CADARET, GRANT & CO., INC., and FLAGSHIP SECURITIES, INC. before joining Pinnacle Investments, LLC. Robert's areas of specialization include: Financial Planning, Educational Seminars, Selection of Other Advisors, and Portfolio Management for Individuals.

Firm Information

Robert Cuculich 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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Robert Cuculich’s Registration & Firm History

NY

04/12/2021 - Present

Pinnacle Investments, LLC (EAST SYRACUSE NY)

NY

01/31/1990 - 04/01/2008

CADARET, GRANT & CO., INC. (NORTH SYRACUSE NY)

NY

03/24/1980 - 02/06/1990

FLAGSHIP SECURITIES, INC. (SYRACUSE NY)

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Licenses & Designations

BC

Issued 11/01/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/1993

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/26/1990

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/1989

Series 7 - General Securities Representative Examination

BC

Issued 07/10/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/15/1980

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Frank Cuculich. Review regulatory record here.
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