Paul
Dipietro
Pinnacle Investments, LLC
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About this Advisor
Paul Dipietro is a financial advisor based in Boca Raton, Florida who has 2 years of industry experience. Dipietro currently works for Pinnacle Investments, LLC. Dipietro has gained experience at Dawson James Securities Inc, Dawson James Asset Management and Pinnacle Investments, LLC. Dipietro has Series 63, Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Pinnacle Investments, LLC is a financial advisory company that has its headquarters in East Syracuse, NY. The investment advisory business has offices in 10 locations and a total of 61 financial advisors. It handles $819 million in assets under management across its 2,797 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Pinnacle Investments, LLC has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees billed by Pinnacle Investments, LLC most likely include asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinnacle Investments, LLC Brokerage Details
$819,159,079
61
2,797
$292,871
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Paul Dipietro Work History
Paul has been registered as a financial advisor for 2 years.*
Pinnacle Investments, LLC
Dawson James Securities Inc
Dawson James Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Dipietro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pinnacle Investments, LLC
East Syracuse, NY
East Syracuse, NY
East Syracuse, NY
East Syracuse, NY
East Syracuse, NY
Auburn, NY
Boca Raton, FL
East Syracuse, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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