Jay Neider is a registered investment advisor at Pinnacle Financial Services, LLC, based in New York, NY, with 22 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Pinnacle Financial Services does not manage your investments directly. Instead, they refer you to UBS Financial Services. UBS pays Pinnacle a referral fee equal to 25% of the investment advisory fee you pay to UBS (minus certain expenses). This referral fee is paid by UBS, not in addition to your advisory fee. The specific fees you pay to UBS will depend on the investment program you choose and the amount you invest.
Location
260 Madison Avenue, 15th Floor, New York, NY, 10016
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Regulatory History
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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Jay is a partner and CPA at Levine Neider Wohl, LLP, a non-investment related business. This is Jay's primary business, taking up 90% of his time.
Employment History
Current Registrations
Pinnacle Financial Services, LLC
State Registrations2 states
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.