Donald
Dowd
Pinnacle Associates, LTD
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About this Advisor
Donald Dowd is a financial advisor based in New York, New York, working with Pinnacle Associates, LTD. Donald has previously held a position at Pinnacle Associates, LTD. Donald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Donald is part of Pinnacle Associates, LTD, which operates out of New York, New York. The firm has 9 offices and 64 employees. The firm manages assets totaling $8.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Pinnacle Associates, LTD includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pinnacle Associates, LTD Brokerage Details
$8,135,641,729
64
6,144
$1,324,160
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
Donald Dowd Work History
Pinnacle Associates, LTD
Disclosures
Please visit the SEC profile of Donald Dowd 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
New York, NY
New York, NY
New York, NY
New York, NY
Red Bank, NJ
New York, NY
Irvine, CA
Red Bank, NJ
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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