CN
CN

Colin Nardella

4 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

Colin is a life insurance agent for both PA Life Insurance (since 2022) and NY Life Insurance (since 2023), selling various insurance products. He also works as an assistant tennis coach at Manlius Pebble Hill School, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Pinnacle Investments, LLC
November 2023 - Present · 2 yrs 3 mos
Pinnacle Investments, LLCBroker
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Lincoln Financial Distributors, INC.Broker
September 2021 - July 2023 · 1 yr 10 mos
State Registrations13 states
CACOFLGAILMAMSNCNJNYPASCUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Colin Nardella - Financial Advisor | TrueAdvisor