TrueAdvisor
TrueAdvisor
BW
BW

Bailey Alan Wilkinson

Pinnacle Investments, LLC
6 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Pinnacle Investments, LLC
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

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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Employment History
Current Registrations
Pinnacle Investments, LLC
May 2024 - Present · 1 yr 9 mos
Pinnacle Investments, LLCBroker
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Cadaret, Grant & CO., INC.Broker
August 2019 - October 2022 · 3 yrs 2 mos
State Registrations4 states
FLMENYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.