Pinnacle Capital Securities, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Long Beach, California
CRD number
106213
Registered since
July 17, 2002

Firm profile

FINTRX

Overview

Pinnacle Capital Securities, LLC is organized as a limited liability company and is shown in FINTRX as having registered with the SEC in 2002. The firm’s ownership is recorded as a combination of a domestic entity and an individual, and FINTRX classifies the firm as "unclassified." The profile indicates the firm does not operate as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. FINTRX does not supply descriptive entries for the firm’s business activities, advisory activities, client base, or fee schedule in the snapshot data provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • William Davis

    William Davis

    Chief Executive OfficerCRD 3188964

  • David Vicini

    David Vicini

    Chief Investment OfficerCRD 6429200

Contacts

3 of 3
  • Ana Carter

    Ana Carter

    FinOpCRD 4424794

  • Joel Parker

    Joel Parker

    Registered PrincipalCRD 6190668

  • Brian Baker

    Brian Baker

    Owner, PresidentCRD 3263146

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth