Pinnacle Capital Securities, LLC
Firm details
- Headquarters
- Long Beach, California
- CRD number
- 106213
- Registered since
- July 17, 2002
- Website
- www.pinnaclecapgrp.com
Firm profile
FINTRXOverview
Pinnacle Capital Securities, LLC is organized as a limited liability company and is shown in FINTRX as having registered with the SEC in 2002. The firm’s ownership is recorded as a combination of a domestic entity and an individual, and FINTRX classifies the firm as "unclassified." The profile indicates the firm does not operate as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. FINTRX does not supply descriptive entries for the firm’s business activities, advisory activities, client base, or fee schedule in the snapshot data provided.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
William Davis
Chief Executive OfficerCRD 3188964

David Vicini
Chief Investment OfficerCRD 6429200
Contacts
3 of 3
Ana Carter
FinOpCRD 4424794

Joel Parker
Registered PrincipalCRD 6190668

Brian Baker
Owner, PresidentCRD 3263146
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Long Beach, CA
Los Angeles
Location
Long Beach, CA
Headquartered in Long Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 4105 E Broadway
- Time zone
- PT (UTC-8)
- Office locations
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