Michael
Monashefsky
Pinnacle Investments, LLC
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About this Advisor
Michael Monashefsky is a financial advisor operating out of East Syracuse, New York who has 1 year of industry experience. Monashefsky is an employee of Pinnacle Investments, LLC. During their career, the advisor has held roles at University At Buffalo, Fayetteville Dps, Gerharz Equipment, Faculty Student Association Ub, Fayetteville Manlius School District, Carrabba'S Italian Grill, Bank Of New York Mellon and Pinnacle Investment LLC. Monashefsky holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in New York and Texas. Pinnacle Investments, LLC is a registered investment company operating out of East Syracuse, NY. The firm has offices in 10 locations and a total of 61 people on staff. It handles $819 million in assets between its 2,797 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. Pinnacle Investments, LLC performs a broad set 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 depend on the financial services offered. However, fees billed by Pinnacle Investments, LLC can include any combination of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Michael Monashefsky Work History
Michael has been registered as a financial advisor for 1 years.*
Pinnacle Investment LLC
Carrabba'S Italian Grill
Bank Of New York Mellon
Carrabba'S Italian Grill
Fayetteville Manlius School District
Gerharz Equipment
Faculty Student Association Ub
Gerharz Equipment
Fayetteville Dps
University At Buffalo
*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 Monashefsky 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
Auburn, NY
Philadelphia, PA
East Syracuse, NY
East Syracuse, NY
Boca Raton, FL
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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