Brannigan
Judge

Pinnacle Investments, LLC

CRD#5366429
Investment Advisor
in East Syracuse, NY

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About this Advisor

Brannigan Judge is a financial advisor who works out of East Syracuse, New York, who has 3 years of industry experience. Judge is an advisor for Pinnacle Investments, LLC. Judge has gained experience at Hsbc Securities (Usa) Inc, Santander Bank Na, Santander Securities LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Pinnacle Investments, LLC. Judge maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Connecticut, Maine, New York, Pennsylvania, South Carolina and Texas. Pinnacle Investments, LLC is a financial advisory firm based out of East Syracuse, NY. It has offices in 10 locations and a total of 61 financial advisors. It controls $819 million in assets between its 2,797 client accounts, making it one of the larger firms in the United States by assets under management. Pinnacle Investments, LLC offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management typically depend on which services are provided. Fee types charged by Pinnacle Investments, LLC most likely include any blend of asset-based, hourly and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

5845 Widewaters Pkwy Ste 300
East Syracuse, NY 13057

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Pinnacle Investments, LLC Brokerage Details

Total Assets Under Management

$819,159,079

NY Average: $7,464,549,021
Total Number of Employees

61

NY Average: 88
Total Number of Accounts

2,797

NY Average: 3,892
Average Account Size

$292,871

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Brannigan Judge Work History

Brannigan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Pinnacle Investments, LLC

2015 - 2020 (5 years)

Tiaa

2015 - 2020 (5 years)

Tiaa-Cref Individual & Institutional Services, LLC

2014 - 2015 (1 year)

Santander Bank Na

2014 - 2015 (1 year)

Santander Securities LLC

2012 - 2014 (2 years)

Hsbc Securities (Usa) Inc

*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 Brannigan Judge 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

Timothy Carr
East Syracuse, NY
Jeremy Kidd
East Syracuse, NY
Brian Schultz
East Syracuse, NY
Paul Dipietro
Boca Raton, FL
John Harmatuk
East Syracuse, NY
Michael Monashefsky
East Syracuse, NY
Kevin Szozda
Auburn, NY
Brannigan Judge
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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