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August 8, 2014

Ryan W. York named CEO of Confidential Planning I, LLC.

July 25, 2014

Pinnacle Names Chip Schroder its Chief Marketing Officer

May 28, 2014

For the Second Year in a Row, Pinnacle is Ranked the #1 Best Place to Work in Central New York!

December 20, 2013

Susan Griffith joins Pinnacle as Assistant Regional Manager

November 15, 2013

Pinnacle is proud to be a part of the SyracuseFirst Buy Local Bash, Nov 25th at the MOST. You can expect valuable information from our Registered Representatives, and a number of giveaways. Don’t miss out!

October 21, 2013

Pinnacle Investments is pleased to have Dean S. Dellas CRPC join the Advisors Team

October 17, 2013

Pinnacle Holding Company, LLC has appointed Roberta Scanlon to its Board of Directors

October 9, 2013

Pinnacle Holding Company, LLC has appointed Bridget Ball Shaw to its Board of Directors

October 8, 2013

Pinnacle Welcomes Investment Advisor Jackie McCaffery to the Team

August 2, 2013

CNY Business Journal Spotlights Pinnacle's Remarkable Growth

July 15, 2013

Pinnacle launches "Think Back to the Good Old Days" Advertising Campaign

June 25, 2013

James A. Mirabito, MBA Moves Wealth Management Practice to Pinnacle

May 14, 2013

Pinnacle Ranked #1 Best Company To Work For in CNY

May 6, 2013

Pinnacle Investments, LLC is pleased to announce that Stephen Y.L. Chow has moved his wealth management practice to their Syracuse, NY office

April 18, 2013

Pinnacle Named a Top 10 Company to Work for in Central New York by BizEvents/CNY Business Journal

June 19, 2012

Pinnacle Investments, LLC sponsors 2nd Annual "Concourse D'Elegance" held at the Antique Boat Museum in Clayton, New York

May 29, 2012

James McQuiggan awarded Certified Income Specialist (CIS) designation by the Institute of Business and Finance

April 24, 2012

The Pinnacle Family of Companies launches new corporate website

February 21, 2012

Pinnacle Receives Strategic Investment

February 14, 2012

Matthew Jacob Moves Wealth Management and Tax Strategies Business to Pinnacle and Joins Board

November 21, 2011

Pinnacle Outlines Growth Strategy in recent CNY Business Journal Publication

October 28, 2011

Joe Masella named CEO of Pinnacle Capital Management

September 9, 2011

Riverwood Capital co-founder Thomas J. Smach joins Pinnacle's board of directors, bringing global management experience to the firm

September 1, 2011

Pinnacle welcomes Janet Pendergraph, MBA who has joined Pinnacle as a Financial Advisor and will be moving her practice to the Auburn, New York office

August 19, 2011

We are please to announce that Ryan W. York has joined us as a Financial Advisor and will be moving his practice to the Franklin Square office in Syracuse, New York

July 2, 2011

Auburn Office celebrates its 2-year anniversary as part of the Auburn community

February 8, 2011

Bridget Ball Shaw joins Pinnacle as Vice President and Financial Advisor. Her practice will be based in our new Albany, NY office

February 1, 2011

We are pleased to announce the opening of our new office in Albany, NY


We've grown to become one of the largest independent full service investment firms in Central New York. Pinnacle's success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer sponsored retirement plans. Proven investment experience and superior client satisfaction combined with local ownership has enabled Pinnacle to grow to over 6,000 clients and more than $1 billion in assets.


Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years experience in the brokerage industry having spent 10 years together as producers at a wire house before launching Pinnacle Investments. From very humble beginnings the firm’s assets have grown to over $1 Billion. As an independent firm, Pinnacle offers an open architecture platform and state of the art technology through its relationship with National Financial Services, a Fidelity Investments company.