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Brian Schultz

Pinnacle Investments, LLC
29 Years of Experience
East Syracuse, NY
Broker
View SEC Summary
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Brian Schultz is a registered investment advisor at Pinnacle Investments, LLC, based in East Syracuse, NY, with 29 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
—
View Full SEC Brochure

Location

6320 Fly Rd, Suite 102, 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 Activities

Brian serves as Treasurer for the Board of Directors at Bishop Grimes Jr/Sr High School, dedicating minimal time. He also established Choice Point Advisors as a DBA for marketing and expense purposes.

Employment History
Current Registrations
Pinnacle Investments, LLC
April 2021 - Present · 5 yrs 6 mos
Pinnacle Investments, LLCBroker
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Private Advisor Group, LLC
December 2012 - April 2021 · 8 yrs 4 mos
LPL Financial LLCBroker
December 2012 - April 2021 · 8 yrs 4 mos
Ameriprise Financial Services, INC.Broker
August 1997 - December 2012 · 15 yrs 4 mos
Ids Life Insurance CompanyBroker
August 1997 - July 2006 · 8 yrs 11 mos
State Registrations14 states
FLGAILINKSMAMENCNJNVNYOHTXVA
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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