Robert
Nicholas
Pinnacle Investments, LLC
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About this Advisor
Robert Nicholas is a financial advisor operating out of Canton, Ohio with 3 years of industry experience. Nicholas is an advisor for Pinnacle Investments, LLC. During their career, Nicholas has held roles at Pinnacle Investments, LLC and Essex Securities LLC. Nicholas maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Ohio. Pinnacle Investments, LLC is a financial advisory firm that has its headquarters in East Syracuse, NY. The investment advisory business has offices in 10 locations and a total of 61 employees. It manages $819 million in assets across its 2,797 accounts, placing it among the larger investment advisory firms in the country by assets under management. The business has a number 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 are based on which services the firm provides the client. However, fees charged by Pinnacle Investments, LLC can 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
Robert Nicholas Work History
Robert has been registered as a financial advisor for 3 years.*
Pinnacle Investments, LLC
Essex Securities LLC
*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 Robert Nicholas 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
Boca Raton, FL
East Syracuse, NY
Cheltenham, PA
Philadelphia, PA
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