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Stephanie Elizabeth Day

Pinnacle Investments, LLC

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About Stephanie Elizabeth Day

Stephanie Elizabeth Day is a financial advisor with Pinnacle Investments, LLC in East Syracuse, New York. Stephanie has over 9 years of experience in the financial services industry. Stephanie is registered as a registered representative and investment advisor representative in the state of New York and is also registered in several other states, including Florida, Colorado, Idaho, Maryland, New Jersey, North Carolina, Pennsylvania and Virginia. Stephanie earned her Series 7 and Series 63 licenses in 2018 and her Series 65 license in 2019. Stephanie specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, and businesses.

Firm Information

Stephanie Day 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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Stephanie Day’s Registration & Firm History

NY

04/12/2021 - Present

Pinnacle Investments, LLC (EAST SYRACUSE NY)

NY

07/30/2018 - 08/15/2019

VALIC FINANCIAL ADVISORS, INC. (SYRACUSE NY)

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Licenses & Designations

IA

Issued 05/21/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Elizabeth Day.
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