Kevin
Szozda
Pinnacle Investments, LLC
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About this Advisor
Kevin Szozda is a financial advisor based in Auburn, New York, working with Pinnacle Investments, LLC. Kevin has previously held positions at Pinnacle Investments, LLC and Young & Franklin Tactair. Kevin has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, Georgia, Hawaii, New York, North Carolina, North Dakota, Ohio, and Pennsylvania. Currently, Kevin is part of Pinnacle Investments, LLC, which operates out of Auburn, 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
Services Offered
Fee Structure
Office Location
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Pinnacle Investments, LLC Brokerage Details
$964,888,091
61
2,797
$344,973
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Kevin Szozda Work History
Pinnacle Investments, LLC
Young & Franklin Tactair
Disclosures
Please visit the SEC profile of Kevin Szozda 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
Boca Raton, FL
East Syracuse, NY
East Syracuse, NY
East Syracuse, NY
East Syracuse, NY
East Syracuse, NY
East Syracuse, NY
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