Pinnacle Capital Securities, LLC
Firm details
- Headquarters
- Long Beach, California
- CRD number
- 106213
- Registered since
- July 17, 2002
- Website
- www.pinnaclecapgrp.com
Firm profile
FINTRXOverview
Pinnacle Capital Securities, LLC is organized as a limited liability company and has been SEC-registered since 2002. FINTRX classifies ownership as a domestic entity/individual and marks the firm as unclassified, with no designation as a capital allocator. The snapshot indicates the firm is not an active ESG investor, is not registered as a multi-state adviser, and is not flagged as a pension consultant or related adviser. The information set is sparse: core items such as client types, fee structure, advisory activities and business lines were not provided in the available data. That limits visibility into whether the firm operates primarily as an RIA, broker-dealer, placement agent, or otherwise, and how it positions its services to clients.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
David Vicini
Chief Operating OfficerCRD 6429200

William Davis
Chief Executive OfficerCRD 3188964
Contacts
3 of 6Steven Reynolds
Managing DirectorCRD 2476655
Malcolm Clark
Registered RepresentativeCRD 6587247

Brian Baker
Owner, PresidentCRD 3263146
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Long Beach, CA
Los Angeles
Location
Long Beach, CA
Headquartered in Long Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 4105 E Broadway
- Time zone
- PT (UTC-8)
- Office locations
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