TrueAdvisor
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JG
JG

Joseph Cornelius Godsey

Pinnacle Associates, LTD.
25 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Pinnacle Associates, LTD.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
2,568 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$9.9B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee

Location

286 Madison Avenue, 20th Floor, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Pinnacle Associates, LTD.
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Investment Management of Virginia, LLC
July 2006 - December 2023 · 17 yrs 5 mos
Wealthtrust - Kanawha Capital
January 2000 - July 2006 · 6 yrs 6 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.