John
Buss

Pinnacle Investments, LLC

CRD#6069581
Investment Advisor
in East Syracuse, NY

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About this Advisor

John Buss is a financial advisor working out of East Syracuse, New York, who has 2 years of relevant experience. Buss is on the advisory team at Pinnacle Investments, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner And Smith Inc, Bank Of America, N.A, Pruco Securities, LLC and Pinnacle Investments, LLC. Buss has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New York and Texas. Pinnacle Investments, LLC is an advisory business based in East Syracuse, NY. The company has offices in 10 locations and a total of 61 employees. It oversees $819 million in assets under management between its 2,797 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Pinnacle Investments, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees typically depend on the services provided. However, fees charged by Pinnacle Investments, LLC can be comprised of any combination of asset-based, hourly and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

John Buss Work History

John has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Pinnacle Investments, LLC

2018 - Present (6 years)

Pruco Securities, LLC

2012 - 2018 (6 years)

Merrill Lynch, Pierce, Fenner And Smith Inc

2012 - 2018 (6 years)

Bank Of America, N.A

*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 John Buss 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
Robert Beck
Philadelphia, PA
Brendan Gallagher
East Syracuse, NY
Carly Kidd
East Syracuse, NY
Michael Monashefsky
East Syracuse, NY
Kevin Szozda
Auburn, NY
Paul Dipietro
Boca Raton, FL

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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