Andrea Coladarci is a registered investment advisor at Pinnacle Investments, LLC, based in Long Valley, NJ, with 14 years of industry experience. Andrea 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
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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
Long Valley, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pinnacle Investments, LLC
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations8 states
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