John Miller
John Miller is a registered investment advisor at Pinnacle Investments, LLC, based in East Syracuse, NY, with 13 years of industry experience. John 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
John is a sales representative for Confidential Planning Corporation, enrolling and educating participants in 403B plans, dedicating minimal time. He also works as a kickboxing coach for TFS BJJ LLC and sells fixed life insurance, spending minimal time on each.
Employment History
Current Registrations
Pinnacle Investments, LLC
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
Previous Registrations
AXA Advisors, LLCBroker
AXA Advisors, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.