$1,200MM AUM | $7.5MM GDC in Syracuse, NY

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge | Continuity
Location
Syracuse, NY, US
Fee 0% Commission 100%
Gross Revenue
$7,500,000.00
# of Accounts
5,493
Avg Client Age
55
Overview

We are a dually registered broker dealer and Registered Investment Advisor. We are an employee owned company. For advisors looking to transition their legacy, Pinnacle allows them to stay in the business as long as they desire. They can work from a favorite location or vacation getaway spot

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