Kevin Szozda
Investment adviser representative at Pinnacle Investments, LLC
14 yearsExperience
17 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
14 years in the industry.
- Pinnacle Investments, LLCAug 2021 to now
- Young & Franklin TactairDec 2012 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 17 states (CA, DC, FL, GA, HI, IN, MA, MD, MI, NC, ND, NJ, NY, OH, PA, TX, VA).
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
- 7419041
- Firm CRD
- 142910