Adam Colin Desimone
Financial Professional at Pinnacle Investments, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Adam Colin DeSimone is a financial professional associated with Pinnacle Investments, LLC in Great Meadows, NJ, where they have been associated since 2022. They have worked in the securities industry since 2010 and have been registered with 6 firms, including Valic Financial Advisors, Inc. and IPI Wealth Management, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative).
Registrations & licenses
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Pinnacle Investments, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Other
- Firm account minimum
- $10,000 (waivable)
- Estimated blended rate
- 0.03
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 57
- Offices listed on AdvisorFinder:
- 13
- Main office:
- East Syracuse, NY
- SEC file number:
- 801-67860
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Pinnacle Investments, LLC
Showing 12 of 57 in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Colin Desimone has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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