Timothy
Piacentini
Pinnacle Associates, LTD
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About this Advisor
Timothy Piacentini is a chartered financial analyst working out of Red Bank, New Jersey who has 9 years of relevant experience. Piacentini is currently employed by Pinnacle Associates, LTD. They have been with Pinnacle Associates, Ltd for their total career. Piacentini holds a Series 63 license, which qualifies them as a securities broker, and is able to serve investors in Louisiana and New Jersey. Pinnacle Associates, LTD is an advisory company that has its headquarters in New York, NY. It has offices in six locations and a total of 58 people on staff. It manages $7 billion in assets among its 5,378 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to five charities and foundations. Of its 5,378 client accounts, 23% belong to high-net-worth clients who have at least $1 million in investable assets. Pinnacle Associates, LTD provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advice typically depend on which service is offered. Fees charged by Pinnacle Associates, LTD can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinnacle Associates, LTD Brokerage Details
$6,594,758,482
58
5,378
$1,226,247
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Timothy Piacentini Work History
Timothy has been registered as a financial advisor for 9 years.*
Pinnacle Associates, LTD
*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 Timothy Piacentini 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 Associates, LTD
Red Bank, NJ
New York, NY
New York, NY
New York, NY
Tarrytown, NY
Melville, NY
New York, NY
Red Bank, NJ
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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