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 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
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 4
Ana Carter
FinOpCRD 4424794

Joel Parker
Registered PrincipalCRD 6190668

Malcolm Clark
Managing DirectorCRD 6587247
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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