AP
CFP

Amy L Pastorino

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
32 advisors
Number of Clients
2,568 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$9.9B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee

Pinnacle charges an annual management fee based on a percentage of assets managed, generally ranging from 0.50% to 1.50%, depending on the client type, investment strategy, and service complexity. The fee is prorated and charged quarterly, either in advance or in arrears, based on the market value of assets. Pinnacle may negotiate a lesser fee based on certain criteria. Pinnacle seeks clients with a minimum portfolio size of $1,000,000, but may waive this minimum.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

286 Madison Avenue, 20th Floor, New York, NY, 10017

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Pinnacle Associates, Ltd.
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Morgan Stanley
November 2020 - July 2024 · 3 yrs 8 mos
Morgan Stanley Broker
November 2020 - July 2024 · 3 yrs 8 mos
Advice and Planning Services
June 2016 - November 2020 · 4 yrs 5 mos
Tiaa-Cref Individual & Institutional Services, LLC Broker
May 2016 - November 2020 · 4 yrs 6 mos
Commonwealth Financial Network
August 2012 - May 2016 · 3 yrs 9 mos
Commonwealth Financial Network Broker
February 2012 - May 2016 · 4 yrs 3 mos
Ernst & Young Investment Advisers LLP
January 2010 - January 2012 · 2 yrs
Goldman, Sachs & CO. Broker
March 2008 - December 2008 · 9 mos
The Ayco Company,l.p.
September 2006 - March 2008 · 1 yr 6 mos
Mercer Allied Company, L.P.Broker
June 2006 - March 2008 · 1 yr 9 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.