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Robert Lynn Nicholas

Pinnacle Investments, LLC

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About Robert Lynn Nicholas

Robert Lynn Nicholas is an investment advisor representative with Pinnacle Investments, LLC based in Canton, Ohio. Robert has been in the industry since 2000. He has a Series 6, Series 63, and Series 65 license. In addition to his work at Pinnacle Investments, LLC, Robert is also the owner of Robert L. Nicholas Insurance Agency, a general insurance agency specializing in P&C and bonds.

Firm Information

Robert Nicholas 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 Nicholas’s Registration & Firm History

OH

12/18/2020 - Present

Pinnacle Investments, LLC (CANTON OH)

OH

01/05/2005 - 07/10/2019

ESSEX SECURITIES LLC (CANTON OH)

MN

03/30/2000 - 11/30/2004

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

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Licenses & Designations

BC

Issued 05/14/2009

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/10/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Lynn Nicholas.
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