BK
BK

Brandon Romano Kidd

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
1,961 clients
Average Client Portfolio
$539K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$10
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Location

5845 Widewaters Pkwy, Ste 300, East Syracuse, NY, 13057

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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.

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Other Business ActivitiesSells Insurance

Brandon refers business to Insurance Company of America for fees and is a driver for Brandon Kidd Racing LLC. He also sells life insurance, disability, and property & casualty insurance through Gorsline Company, dedicating a few hours per week. Additionally, Brandon is a professional racing driver coach, spending about 10-20% of his time during the season.

Employment History
Current Registrations
Pinnacle Investments, LLC
November 2016 - Present · 9 yrs 3 mos
Pinnacle Investments, LLCBroker
December 2014 - Present · 11 yrs 2 mos
State Registrations23 states
ARAZCACOCTFLGAIDILMAMDMEMONCNHNJNYOHPATNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.