Daniel Maury Posniak

Pinnacle Investments, LLC

51 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Pinnacle Investments, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

55 advisors

Number of Clients

1,961 clients

Average Client Portfolio

$539K average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$10

Location

5845 Widewaters Pkwy, Ste 300, East Syracuse, NY, 13057

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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.

Employment History

Current Registrations

Pinnacle Investments, LLC

April 2021 - Present · 4 yrs 10 mos

Pinnacle Investments, LLCBroker

April 2009 - Present · 16 yrs 10 mos

Previous Registrations

UBS Financial Services INC.Broker

May 1990 - April 2009 · 18 yrs 11 mos

Shearson Lehman Hutton INC.Broker

September 1979 - June 1990 · 10 yrs 9 mos

Loeb PartnersBroker

January 1978 - September 1979 · 1 yr 8 mos

Loeb Rhoades & CO. INC.Broker

January 1977 - January 1978 · 1 yr

Loeb, Rhoades & CO. INC.Broker

July 1974 - January 1977 · 2 yrs 6 mos

State Registrations11 states

CAFLINMAMINCNYORPAVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.