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 has been SEC-registered since 2002. Public directory data classifies the firm as unclassified and lists its owner type as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and does not present itself as a multi-state or pension consultant adviser. FINTRX-provided fields for advisory activities, business lines, client segments and fee schedules are not populated, so the firm’s client-facing services and investment mandate are not described in the available data.
Assets & Accounts
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 4Malcolm Clark
Registered RepresentativeCRD 6587247

Brian Baker
Owner, PresidentCRD 3263146

Joel Parker
Registered PrincipalCRD 6190668
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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