Amy L Pastorino

CFP

Pinnacle Associates, LTD.

18 Years of Experience

View SEC Summary

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

Get directions

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.

September 2024 - Present · 1 yr 5 mos

Previous Registrations

Morgan Stanley

November 2020 - July 2024 · 3 yrs 8 mos

Morgan StanleyBroker

November 2020 - July 2024 · 3 yrs 8 mos

Advice and Planning Services

June 2016 - November 2020 · 4 yrs 5 mos

Tiaa-Cref Individual & Institutional Services, LLCBroker

May 2016 - November 2020 · 4 yrs 6 mos

Commonwealth Financial Network

August 2012 - May 2016 · 3 yrs 9 mos

Commonwealth Financial NetworkBroker

February 2012 - May 2016 · 4 yrs 3 mos

Ernst & Young Investment Advisers LLP

January 2010 - January 2012 · 2 yrs

Goldman, Sachs & CO.Broker

March 2008 - December 2008 · 9 mos

The Ayco Company,l.p.

September 2006 - March 2008 · 1 yr 6 mos

Mercer Allied Company, L.P.Broker

June 2006 - March 2008 · 1 yr 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.