Jonathan Don Mark

Pinnacle Associates, LTD.

18 Years of Experience

1 Disclosure

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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

55 Post Road West, Westport, CT, 06880

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History

Regulatory History (1)

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Customer Dispute

July 2021

Award / Judgment

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Employment History

Current Registrations

Pinnacle Associates, LTD.

March 2007 - Present · 18 yrs 11 mos

State Registrations2 states

CTNY

Advisor

Exams

No exam information available for this advisor.