BS
BS

Bridget Ball Shaw

24 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
1,961 clients
Average Client Portfolio
$539K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$10
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Location

5845 Widewaters Pkwy, Ste 300, 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

Bridget was a member of the board of directors and finance committee for The Legal Project, a non-profit organization, from 2018 to 2020. She dedicated minimal time per week to attending meetings and assisting with fundraising.

Employment History
Current Registrations
Pinnacle Investments, LLC
August 2016 - Present · 9 yrs 6 mos
Pinnacle Investments, LLCBroker
February 2011 - Present · 15 yrs
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - February 2011 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
May 2001 - June 2009 · 8 yrs 1 mo
NFP Securities, INC.Broker
January 2001 - June 2001 · 5 mos
State Registrations22 states
ALCACOCTDCFLGAILMAMDMIMTNCNHNJNYPASCTXVAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bridget Ball Shaw - Financial Advisor | TrueAdvisor