Michael
Delfino
Pinnacle Associates, LTD
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About this Advisor
Michael Delfino is a financial advisor based out of Tarrytown, New York with a total of 2 years of relevant experience. Delfino is an advisor for Pinnacle Associates, LTD. They have been with Pinnacle Associates, Ltd for the entirety of their career. Delfino is able to advise clients in New York. Pinnacle Associates, LTD is a firm operating out of New York, NY. It has offices in six locations and a total of 58 employees. It handles $7 billion in assets under management among its 5,378 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 5,378 customer accounts, 23% belong to high-net-worth investors who have at least $1 million in investable assets. Pinnacle Associates, LTD has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management typically are based on which service is provided. However, fees charged by Pinnacle Associates, LTD most likely are comprised of some blend of asset-based and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinnacle Associates, LTD Brokerage Details
$6,594,758,482
58
5,378
$1,226,247
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
Michael Delfino Work History
Michael has been registered as a financial advisor for 2 years.*
Pinnacle Associates, LTD
*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 Michael Delfino 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
Red Bank, NJ
New York, NY
New York, NY
New York, NY
Melville, NY
Tarrytown, NY
New York, NY
Westport, CT
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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