Pinnacle Capital Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Long Beach, California
CRD number
106213
Registered since
October 6, 2026

Firm profile

FINTRX

Overview

Pinnacle Capital Securities, LLC is organized as a limited liability company and is listed in firm records as being owned by a combination of a domestic entity and an individual. The firm is classified as unclassified in the available snapshot, and the public fields identify several structural attributes: it is not recorded as a capital allocator, does not identify as an ESG investor, and is not noted as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. The firm has not provided details on its client base, fee structure, advisory activities, or core business lines in the source data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • William Davis

    William Davis

    Chief Executive OfficerCRD 3188964

  • Joel Parker

    Joel Parker

    Chief Operating OfficerCRD 6190668

  • David Vicini

    David Vicini

    Chief Investment OfficerCRD 6429200

Contacts

1 of 1
  • Ana Carter

    Ana Carter

    Financial & Operations PrincipalCRD 4424794

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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