Kevin
Szozda

Pinnacle Investments, LLC

CRD#7419041
Investment Advisor
in Auburn, NY

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About this Advisor

Kevin Szozda is a financial advisor who works in Auburn, New York who has 2 years of industry experience. Szozda works at Pinnacle Investments, LLC. Szozda has gained experience at Pinnacle Investments, LLC and Young & Franklin Tactair. Szozda holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in California, Florida, Georgia, New York, North Carolina, Ohio, Pennsylvania and South Carolina. Pinnacle Investments, LLC is a financial advisory company based out of East Syracuse, NY. The firm has offices in 10 locations and a total of 61 employees. It administers $819 million in total assets across its 2,797 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Pinnacle Investments, LLC has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which service is offered. However, fees charged by Pinnacle Investments, LLC can include 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

110 Genesee Street Ste 120
Auburn, NY 13021

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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

Kevin Szozda Work History

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

2021 - Present (3 years)

Pinnacle Investments, LLC

2012 - 2021 (9 years)

Young & Franklin Tactair

*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 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

Timothy Carr
East Syracuse, NY
Jeremy Kidd
East Syracuse, NY
John Buss
East Syracuse, NY
Steven Georgopoulos
Boca Raton, FL
Michael Monashefsky
East Syracuse, NY
John Miller
East Syracuse, NY
Monica Coles
East Syracuse, NY
John Harmatuk
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.

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