Colin
Nardella

Pinnacle Investments, LLC

CRD#7424544
Investment Advisor
in East Syracuse, NY

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About this Advisor

Colin Nardella is a financial advisor based in East Syracuse, New York, working with Pinnacle Investments, LLC. Colin has previously held positions at Onondaga County Health Department, City Md, City University Of New York, Columbia University, Acumen Detection, Physassist Scribes, Dixon Valve, Lehigh University, Ellucian, The Willowbank Company, Nike Tennis Camps, Manlius Ymca, Lincoln Financial Distributors, Inc, and Pinnacle Investments, LLC. Colin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Pennsylvania. Currently, Colin is part of Pinnacle Investments, LLC, which operates out of East Syracuse, New York. The firm has 14 offices and 61 employees. The firm manages assets totaling $964.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Pinnacle Investments, LLC includes asset-based, hourly, and other fees.

Certifications and Registrations

Series 63, Series 65

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

$964,888,091

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

$344,973

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

Colin Nardella Work History

2023 - Present (1 year)

Pinnacle Investments, LLC

2022 - 2023 (1 year)

Lincoln Financial Distributors, Inc

2021 - 2022 (1 year)

Lincoln Financial Distributors, Inc

2020 - 2021 (1 year)

Onondaga County Health Department

2020 - 2020 (< 1 year)

City Md

2020 - 2020 (< 1 year)

City University Of New York

2019 - 2019 (< 1 year)

Acumen Detection

2018 - 2020 (2 years)

Columbia University

2018 - 2018 (< 1 year)

Physassist Scribes

2017 - 2018 (1 year)

Dixon Valve

2016 - 2016 (< 1 year)

Ellucian

2015 - 2015 (< 1 year)

The Willowbank Company

2015 - 2015 (< 1 year)

Nike Tennis Camps

2014 - 2014 (< 1 year)

Manlius Ymca

2013 - 2017 (4 years)

Lehigh University

Disclosures

Please visit the SEC profile of Colin Nardella 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

Brandon Kidd
East Syracuse, NY
Steven Georgopoulos
Boca Raton, FL
William Ward
East Syracuse, NY
Bailey Wilkinson
East Syracuse, NY
Benjamin Welling
East Syracuse, NY
Timothy Carr
East Syracuse, NY
Stephen Chow
East Syracuse, NY
Monica Coles
East Syracuse, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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