Andrea Elizabeth Coladarci

Pinnacle Investments, LLC

14 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

Long Valley, NJ

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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 2022 - Present · 3 yrs 10 mos

Pinnacle Investments, LLC

April 2022 - Present · 3 yrs 10 mos

Pinnacle Investments, LLCBroker

April 2022 - Present · 3 yrs 10 mos

Previous Registrations

VALIC Financial Advisors, INC.

December 2011 - April 2022 · 10 yrs 4 mos

VALIC Financial Advisors, INC.Broker

December 2011 - April 2022 · 10 yrs 4 mos

Morgan Stanley Smith Barney LLC

October 2011 - January 2012 · 3 mos

Morgan Stanley Smith BarneyBroker

September 2011 - January 2012 · 4 mos

State Registrations8 states

CAFLMONJNYORPAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.