Dana Thomas Greene
Investment adviser representative at Pinnacle Investments, LLC
10 yearsExperience
2 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, LLCJan 2026 to now
- Equitable Advisors, LLCJul 2024 to Dec 2025
- UnemployedApr 2024 to Jun 2024
- Strategic Financial SolutionsNov 2021 to Mar 2024
- Metropolis/comic Connect Corp.Mar 2018 to Oct 2021
- Siggy's Good FoodMay 2017 to Feb 2018
- Self Employed- FreelanceJan 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MI, NY).
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
- 7962090
- Firm CRD
- 142910