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Eileen Sienkiewicz

40 Years of Experience
East Syracuse, NY
1 DisclosureBroker

Eileen Sienkiewicz is a registered investment advisor at Pinnacle Investments, LLC, based in East Syracuse, NY, with 40 years of industry experience. Eileen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,961 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
1,961 clients
Average Client Portfolio
$539K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$10K
Minimum Annual Fee:$100

Pinnacle Investments charges an annual advisory fee of 3.00% for AdvisorPro accounts. This fee may be negotiable based on the investment advisor representative, account size, investment complexity, use of PCM as a sub-advisor, and the level of service required. There is a minimum annual program fee of $100.00. Accounts managed by PCM generally have a minimum opening balance of $100,000.

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Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2007
Closed-No Action
Other Business Activities

Eileen is a landlord for a rental property in Camillus, NY. She spends a few hours per week on this activity outside of business hours.

Employment History
Current Registrations
Pinnacle Investments, LLC
April 2021 - Present · 5 yrs 1 mo
Pinnacle Investments, LLCBroker
May 2009 - Present · 17 yrs
Previous Registrations
UBS Financial Services INC.Broker
February 2007 - May 2009 · 2 yrs 3 mos
Mcdonald Investments INC.Broker
January 2007 - February 2007 · 1 mo
A. G. Edwards & Sons, INC.Broker
July 1993 - January 2007 · 13 yrs 6 mos
Marine Midland Capital Markets CORP.Broker
October 1988 - September 1991 · 2 yrs 11 mos
Marine Midland Securities, INC.Broker
March 1986 - July 1993 · 7 yrs 4 mos
State Registrations24 states
AZCACOCTFLHIILINKYMAMDMIMONCNHNJNMNYPASCTXVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Eileen Sienkiewicz - Financial Advisor | TrueAdvisor