John
Miller
Pinnacle Investments, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
John Miller is a financial advisor operating out of East Syracuse, New York, who has 2 years of relevant experience. Miller currently works for Pinnacle Investments, LLC. Throughout their career, Miller has worked at Morgan Stanley, Morgan Stanley Private Bank, National Association, Jpmorgan Securities LLC, Axa Advisors and Pinnacle Investments, LLC. Miller holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New York. Pinnacle Investments, LLC is a financial advisory company based in East Syracuse, NY. It has offices in 10 locations and a total of 61 people on staff. It manages $819 million in total assets among its 2,797 accounts, placing it among the larger firms in the United States by assets under management. Pinnacle Investments, LLC performs 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 fee schedules largely are based on the type of services. However, fee types billed by Pinnacle Investments, LLC most likely include some blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
John Miller Work History
John has been registered as a financial advisor for 2 years.*
Pinnacle Investments, LLC
Axa Advisors
Jpmorgan Securities LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley
*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 Miller 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
East Syracuse, NY
East Syracuse, NY
Philadelphia, PA
Franklin, PA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
