Pinnacle Capital Securities, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
8
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 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

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
  • David Vicini

    David Vicini

    Chief Operating OfficerCRD 6429200

  • William Davis

    William Davis

    Chief Executive OfficerCRD 3188964

Contacts

3 of 6
  • Steven Reynolds

    Managing DirectorCRD 2476655

  • Malcolm Clark

    Registered RepresentativeCRD 6587247

  • Brian Baker

    Brian Baker

    Owner, PresidentCRD 3263146

Unlock 3 more contacts

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