Brian
Schultz
Pinnacle Investments, LLC
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About this Advisor
Brian Schultz is a financial advisor who works in East Syracuse, New York who has 2 years of industry experience. Schultz is on the advisory team at Pinnacle Investments, LLC. Over the course of their career, they have held roles at Lpl Financial LLC, Private Advisor Group, LLC and Pinnacle Investments, LLC. Schultz maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to operate in Arizona, Florida, Georgia, Maine, New Jersey, New York, Texas and Virginia. Pinnacle Investments, LLC is a registered investment firm operating out of East Syracuse, NY. The firm has offices in 10 locations and a total of 61 financial advisors. It manages $819 million in total assets between its 2,797 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. The advisory firm 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 typically are based on which services the firm provides the client. Fee types charged by Pinnacle Investments, LLC likely include any combination of 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
Brian Schultz Work History
Brian has been registered as a financial advisor for 2 years.*
Pinnacle Investments, LLC
Lpl Financial LLC
Private Advisor Group, 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 Brian Schultz 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
Franklin, PA
East Syracuse, NY
East Syracuse, NY
East Syracuse, NY
East Syracuse, NY
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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