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Colin Nardella

Pinnacle Investments, LLC
5 Years of Experience
East Syracuse, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Colin Nardella is a registered investment advisor at Pinnacle Investments, LLC, based in East Syracuse, NY, with 5 years of industry experience. Colin 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.

Pinnacle Investments, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,143 clients
Average Client Portfolio
$412K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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

Colin is a life insurance agent for both PA Life Insurance (since 2022) and NY Life Insurance (since 2023), selling various insurance products. He also works as an assistant tennis coach at Manlius Pebble Hill School, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Pinnacle Investments, LLC
November 2023 - Present · 2 yrs 11 mos
Pinnacle Investments, LLCBroker
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Lincoln Financial Distributors, INC.Broker
September 2021 - July 2023 · 1 yr 10 mos
State Registrations14 states
CACOCTFLGAILMAMSNCNJNYPASCUT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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