Edgar Nmn Perez
Investment adviser representative at Pinnacle Associates, Ltd.
25 yearsExperience
2 statesRegistered in
$10.4BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Pinnacle Associates, Ltd.Apr 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Pinnacle Associates, Ltd.
$10.4BAssets managed
2,325Clients
24Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2151600
- Firm CRD
- 110631