James St. leger
Investment adviser representative at Pinnacle Investments, LLC
10 yearsExperience
6 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
10 years in the industry.
- Pinnacle Investments, LLCDec 2025 to now
- Equitable Advisors, LLCMay 2020 to Dec 2025
- Obg Part of RambollJun 2019 to Aug 2020
- Madison County District Attorneys OfficeJun 2018 to Aug 2018
- St. Lawrence UniversityAug 2016 to May 2020
- Woodcrest Golf CourseJun 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 6 states (CT, MA, MD, ME, NY, PA).
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
- 7268405
- Firm CRD
- 142910