Monica
Coles
Pinnacle Investments, LLC
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About this Advisor
Monica Coles is a financial advisor who works in East Syracuse, New York, with a total of 1 year of industry experience. Coles is currently employed by Pinnacle Investments, LLC. During their career, Coles has held roles at Morgan Stanley, Empower Federal Credit Union, Cadaret, Grant & Co., Inc, Americu Credit Union and Pinnacle Investments, LLC. Coles holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Illinois and New Jersey. Pinnacle Investments, LLC is a registered investment firm that has its headquarters in East Syracuse, NY. The firm has offices in 10 locations and a total of 61 advisors. It oversees $819 million in total assets among its 2,797 accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which service is provided. Fee types charged by Pinnacle Investments, LLC most likely consist of some blend 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
Monica Coles Work History
Monica has been registered as a financial advisor for 1 years.*
Pinnacle Investments, LLC
Cadaret, Grant & Co., Inc
Americu Credit Union
Morgan Stanley
Empower Federal Credit Union
*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 Monica Coles 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
Boca Raton, FL
Franklin, PA
East Syracuse, NY
Cheltenham, 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.
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