Pinnacle Associates, Ltd.
SEC RegisteredNavigating Geopolitical Waters
About the firm
Pinnacle Insights is an investment advisory firm that publishes investment insights and financial planning commentary, covering topics such as geopolitics, market dynamics, bonds, and equity markets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services, including investment commentary, financial planning updates, and insights on geopolitics and market dynamics.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,370 | $2.0B |
| High Net Worth Individuals | 438 | $1.9B |
| Pension/Profit Sharing Plans | 4 | $186M |
| Charitable Organizations | 29 | $349M |
Leadership
Office locations
Advisors at this firm
33 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Pinnacle Associates, Ltd. 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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