Daniel Patrick Mody
Investment adviser representative at Pinnacle Investments, LLC
25 yearsExperience
13 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets
Are you Daniel Patrick Mody? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Pinnacle Investments, LLCJul 2001 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 13 states (AZ, DE, FL, GA, IL, MA, MO, NC, NH, NJ, NY, TX, VT).
Pinnacle Investments, LLC
$1.3BAssets managed
3,143Clients
56Advisers
19 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
- 2487825
- Firm CRD
- 142910