Robert
Cuculich
Pinnacle Investments, LLC
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About this Advisor
Robert Cuculich is a financial advisor working in East Syracuse, New York who has 2 years of industry experience. Cuculich is an employee of Pinnacle Investments, LLC. They have been an employee of Pinnacle Investments, Llc for their complete career. Cuculich holds a Series 63 license, designating them as a securities representative, and is approved to serve investors in New York. Pinnacle Investments, LLC is a registered investment firm operating out of East Syracuse, NY. It has offices in 10 locations and a total of 61 advisors. It has $819 million in assets across its 2,797 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The company performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees largely vary depending on which services the firm provides the client. Fees charged by Pinnacle Investments, LLC likely are comprised of any 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
Robert Cuculich Work History
Robert has been registered as a financial advisor for 2 years.*
Pinnacle Investments, LLC
*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 Robert Cuculich 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
Philadelphia, PA
East Syracuse, NY
East Syracuse, NY
East Syracuse, NY
East Syracuse, NY
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