Pinnacle Capital Securities, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Long Beach, California
CRD number
106213
Registered since
July 17, 2002

Firm profile

FINTRX

Overview

Pinnacle Capital Securities, LLC is organized as a limited liability company and been registered with the SEC since 2002. Source data classifies ownership as a domestic entity/individual and lists the firm as “unclassified.” The record indicates the firm does not identify as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser. The firm did not provide details in the source about its client segments, fee schedule, specific business lines, or advisory activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • William Davis

    William Davis

    Chief Executive OfficerCRD 3188964

  • David Vicini

    David Vicini

    Chief Investment OfficerCRD 6429200

Contacts

3 of 4
  • Ana Carter

    Ana Carter

    FinOpCRD 4424794

  • Joel Parker

    Joel Parker

    Registered PrincipalCRD 6190668

  • Malcolm Clark

    Malcolm Clark

    Managing DirectorCRD 6587247

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth