Current Roles

Employees:
250
Revenue:
$57.8M
About
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years experience in the brokerage industry having spent 10 years together as producers at a wire house before launching Pinnacle Investments. From very humble beginnings the firm’s assets have grown to over $1.2 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company.
Pinnacle Investments Address
507 Plum Street
Syracuse, NY
United States
Pinnacle Investments Email

Past Companies

Pinnacle Investments, LLCChief Executive Officer
Pinnacle Investments, LLCFinancial Advisor
CitiRegistered Client Service Associate

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