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Robert Steven Beck

Pinnacle Investments, LLC

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About Robert Steven Beck

Robert Steven Beck is a financial advisor at Pinnacle Investments, LLC. Robert has over 30 years of experience in the financial services industry. Robert is a Certified Financial Planner and holds the Series 31, Series 7 and SIE licenses. Robert has worked at several firms during his career including Morgan Stanley and UBS Financial Services Inc.

Firm Information

Robert Beck 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 Beck’s Registration & Firm History

PA

09/10/2024 - Present

Pinnacle Investments, LLC (PHILADELPHIA PA)

PA

03/19/2012 - 06/10/2016

MORGAN STANLEY (JENKINTOWN PA)

PA

07/20/2001 - 03/27/2012

UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)

MO

10/01/1999 - 07/25/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

01/13/1997 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

NY

04/15/1991 - 01/10/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/05/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 03/18/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Robert Steven Beck. Review regulatory record here.
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