Colin Nardella
Investment adviser representative at Pinnacle Investments, LLC
13 yearsExperience
7 statesRegistered in
$1.3BFirm assets
19 yearsFirm in business
Are you Colin Nardella? 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
13 years in the industry.
- Pinnacle Investments, LLCJul 2023 to now
- Lincoln Financial Distributors, Inc.Aug 2021 to Jul 2023
- Onondaga County Health DepartmentNov 2020 to Dec 2021
- City MdNov 2020 to Nov 2020
- UnemployedSep 2020 to Nov 2020
- City University of New YorkJan 2020 to Aug 2020
- Acumen DetectionJul 2019 to Sep 2019
- Columbia UniversitySep 2018 to Jan 2020
- Physassist ScribesJun 2018 to Aug 2018
- Dixon ValveSep 2017 to May 2018
- UnemployedJun 2017 to Aug 2017
- Lehigh UniversityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 7 states (CO, CT, GA, NC, NJ, NY, UT).
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
- 7424544
- Firm CRD
- 142910