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John Bianchini

Pinnacle Investments, LLC
39 Years of Experience
East Syracuse, NY
12 DisclosuresBroker
View SEC Summary
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John Bianchini is a registered investment advisor at Pinnacle Investments, LLC, based in East Syracuse, NY, with 39 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 7 more. Their firm serves 3,143 clients with $1.3B in assets under management.

Pinnacle Investments, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,143 clients
Average Client Portfolio
$412K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

The 3.00% annual rate is maximum and negotiable based on account size, investment complexity, use of sub-advisors, and level of service required. Minimum annual program fee is $100.00.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (12)
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
May 2002
Settled
Customer Dispute
March 2002
Pending
Customer Dispute
March 2002
Settled
Regulatory
March 2002
Final
Customer Dispute
March 2002
Settled
Customer Dispute
June 2001
Denied
Customer Dispute
May 2001
Settled
Employment Separation After Allegations
May 2001
Customer Dispute
December 1998
Settled
Customer Dispute
January 1998
Denied
Employment Separation After Allegations
January 1998
Customer Dispute
March 1992
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John is a board member of Pinnacle Holding Co. LLC since 2017, dedicating a few hours per week to the role. He receives $500 per meeting, with meetings occurring at least twice per year, for aiding in decision-making and company direction.

Employment History
Current Registrations
Pinnacle Investments, LLC
April 2021 - Present · 5 yrs 6 mos
Pinnacle Investments, LLCBroker
June 2007 - Present · 19 yrs 4 mos
Previous Registrations
Pinnacle Investments, INC.Broker
July 2001 - July 2007 · 6 yrs
Mcdonald Investments INC.Broker
September 1998 - May 2001 · 2 yrs 8 mos
Essex Capital Markets, INC.Broker
February 1998 - September 1998 · 7 mos
Prudential Securities IncorporatedBroker
August 1991 - January 1998 · 6 yrs 5 mos
Prudential Securities IncorporatedBroker
August 1991 - January 1998 · 6 yrs 5 mos
Lehman Brothers INC.Broker
April 1988 - August 1991 · 3 yrs 4 mos
E. F. Hutton & Company INCBroker
December 1986 - April 1988 · 1 yr 4 mos
State Registrations17 states
ALCACOFLGAMAMEMTNCNJNYOHPASCTXVAWA
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.
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