Brandon Romano Kidd
Investment adviser representative at Pinnacle Investments, LLC
12 yearsExperience
16 statesRegistered in
$1.3BFirm assets
19 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Pinnacle Investments, LLCNov 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 16 states (AR, CA, CO, FL, GA, IL, MN, NC, NJ, NY, OH, PA, SC, TX, VA, WV).
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
- 6424076
- Firm CRD
- 142910