BQ
CFP
BQ
CFP

Benjamin Ryan Quilty

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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
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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.

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Other Business ActivitiesSells Insurance

Benjamin is CCO/VP/Treasurer of Pinnacle Advisors/NYSA Liquidating Trust, dedicating about 10-20% of his time to compliance and financial oversight. He is also involved with professional race car insurance, receives commissions from life, disability, property, and casualty insurance sales through Gorsline Company, co-owns a short-term rental property with his wife, and is a board member of Pinnacle Holding Co., LLC, spending a few hours per week on this.

Employment History
Current Registrations
Pinnacle Investments, LLC
December 2018 - Present · 7 yrs 2 mos
Pinnacle Investments, LLCBroker
November 2010 - Present · 15 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
January 2008 - November 2010 · 2 yrs 10 mos
State Registrations24 states
AZCACOCTFLGAIDILMAMDMEMONCNHNJNYOHPATNTXUTVAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Benjamin Ryan Quilty - Financial Advisor | TrueAdvisor