Carly Kidd
Carly Kidd is a registered investment advisor at Pinnacle Investments, LLC, based in East Syracuse, NY, with 6 years of industry experience. Carly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 7 more. Their firm serves 3,143 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
The 3.00% annual rate is maximum and negotiable based on account size, investment complexity, use of sub-advisors, and level of service required. Minimum annual program fee is $100.00.
Fee Estimator
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
Carly is affiliated with several non-investment related businesses. She is on a team that receives referral fees from Insurance Company of America - Global Motor Sports Association and Gorsline Company, and refers business to Bent Ear Technology for a commission, dedicating minimal time to each activity.
Employment History
Current Registrations
Pinnacle Investments, LLCBroker
Pinnacle Investments, LLC
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
State Registrations27 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.
Exams
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