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Brian Snyder

Pinnacle Investments, LLC
26 Years of Experience
Kittanning, PA
BrokerSells Insurance
View SEC Summary
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Brian Snyder is a registered investment advisor at Pinnacle Investments, LLC, based in Kittanning, PA, with 26 years of industry experience. Brian 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
—
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Location

Kittanning, PA

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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

Brian has been an independent insurance agent since 1997, with hours varying based on appointments. He also works as a bartender/cook, dedicating about half his time outside of trading hours and about 10-20% of his time during trading hours.

Employment History
Current Registrations
Pinnacle Investments, LLC
December 2020 - Present · 5 yrs 10 mos
Pinnacle Investments, LLC
June 2019 - Present · 7 yrs 4 mos
Pinnacle Investments, LLCBroker
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Global Investment Advisors, LLC
January 2010 - December 2019 · 9 yrs 11 mos
Essex Securities LLCBroker
January 2010 - July 2019 · 9 yrs 6 mos
Investors Capital Advisory
January 2005 - January 2010 · 5 yrs
Eastern Point Advisors INC.
April 2004 - December 2004 · 8 mos
Investors Capital CORP.Broker
August 2001 - January 2010 · 8 yrs 5 mos
Empire Financial Group, INC.Broker
July 2001 - October 2001 · 3 mos
Centennial Capital Management, INC.Broker
November 1999 - July 2001 · 1 yr 8 mos
State Registrations2 states
PAVA
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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