Pinnacle Capital Securities, LLC
Firm details
- Headquarters
- Long Beach, California
- CRD number
- 106213
- Registered since
- October 6, 2026
- Website
- www.pinnaclecapgrp.com
Firm profile
FINTRXOverview
Pinnacle Capital Securities, LLC is organized as a limited liability company and is listed in firm records as being owned by a combination of a domestic entity and an individual. The firm is classified as unclassified in the available snapshot, and the public fields identify several structural attributes: it is not recorded as a capital allocator, does not identify as an ESG investor, and is not noted as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. The firm has not provided details on its client base, fee structure, advisory activities, or core business lines in the source 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
3 of 3
William Davis
Chief Executive OfficerCRD 3188964

Joel Parker
Chief Operating OfficerCRD 6190668

David Vicini
Chief Investment OfficerCRD 6429200
Contacts
1 of 1
Ana Carter
Financial & Operations PrincipalCRD 4424794
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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