The Pinnacle Timeline
Pinnacle Investments, LLC is established by Gregg Kidd and Dan Raite. Together they have over 60 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments.
Cuddy Group joins Pinnacle Investments and opens branch in Auburn, NY.
Pinnacle Investments opens branch in Albany, NY.
Pinnacle Investments opens Philadelphia, PA location.
Pinnacle Investments opens offices in Boca Raton, FL & Miami, FL.
Prime Wealth Group joins Pinnacle Investments and opens branch in Morristown, New Jersey.
The Story
Pinnacle Investments, LLC was established in 1996 by Gregg Kidd and Dan Raite. Together they have over 60 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with Wells Fargo Clearing Service and Charles Schwab.
For almost 30 years we have used our proven culture of knowing how to keep our advisor’s interests and needs at the forefront of our mission. By having experienced advisors running our firm, we avoid culture clashes that spoil the experience of our advisors and clients. This philosophy has us on an impressive growth trajectory.
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.
Pinnacle Investments, LLC is a proud member of the Pinnacle Family of Companies, an organization designed to provide a full range of financial solutions to individuals, businesses, and institutions. For more information on our member companies, visit Pinnacle Holding Company.
Mission & Values
- Clients’ interests are the reason we are in business. Period.
- You run your practice your way.
- Our advisors and employees have ownership in our business— We all have a vested interest in helping our organization succeed.
- We operate with a flat organizational structure. Anyone with an idea of constructive thought can openly present them to senior management.
- We encourage and support the growth of our people in both their professional as well as their personal lives to better the communities in which they live.
- Pinnacle allows creative thinking and entrepreneurial motivations to our practice.
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