Benjamin Quilty
Benjamin Quilty is a CFP-designated registered investment advisor at Pinnacle Investments, LLC, based in East Syracuse, NY, with 18 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,961 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Investments charges an annual advisory fee of 3.00% for AdvisorPro accounts. This fee may be negotiable based on the investment advisor representative, account size, investment complexity, use of PCM as a sub-advisor, and the level of service required. There is a minimum annual program fee of $100.00. Accounts managed by PCM generally have a minimum opening balance of $100,000.
Location
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY, 13057
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Benjamin is CCO/VP/Treasurer of Pinnacle Advisors/NYSA Liquidating Trust, dedicating about 10-20% of his time to compliance and financial oversight. He is also involved with professional race car insurance, receives commissions from life, disability, property, and casualty insurance sales through Gorsline Company, co-owns a short-term rental property with his wife, and is a board member of Pinnacle Holding Co., LLC, spending a few hours per week on this.
Employment History
Current Registrations
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
Previous Registrations
Citigroup Global Markets INC.Broker
State Registrations24 states
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