Monica Judith Jalife

CFA · CFP

Pinnacle Associates, LTD.

14 Years of Experience

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Pinnacle Associates, LTD.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

32 advisors

Number of Clients

2,568 clients

Average Client Portfolio

$3.8M average

Assets Under Management

$9.9B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

Location

286 Madison Avenue, 20th Floor, New York, NY, 10017

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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.

Employment History

Current Registrations

Pinnacle Associates, LTD.

December 2012 - Present · 13 yrs 2 mos

Withum Wealth Management

September 2011 - Present · 14 yrs 5 mos

State Registrations4 states

CTFLNJTX

Advisor

Exams

No exam information available for this advisor.