PINNACLE TAXX ADVISORS LLC
Legal name: PFA
CRD #123235 SEC #801-61565 WHITE PLAINS, NY 914-761-3208
SEC Registered
Total AUM
$33.6M
Discretionary
$33.6M
Employees
51
Clients
0
Accounts
172
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 9, 2003
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CURTIS, KELLY, GENE | I | SR. VICE PRESIDENT | NA | Control |
| CURTIS, KELLY, GENE | I | SR. VICE PRESIDENT | NA | Control |
| PUTTICK, GREGORY, EDWARD | I | SALES MANAGER | NA | Control |
| PUTTICK, GREGORY, EDWARD | I | SALES MANAGER | NA | Control |
| WALSH, ROBERT, FRANCIS | I | SALES MANAGER | NA | Control |
| WALSH, ROBERT, FRANCIS | I | SALES MANAGER | NA | Control |
| POVINELLI, THOMAS | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | B | Control |
| POVINELLI, THOMAS | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | B | Control |
| HOENINGS, GERALD, BERNARD | I | SENIOR VICE PRESIDENT, SALES | A | Control |
| HOENINGS, GERALD, BERNARD | I | SENIOR VICE PRESIDENT, SALES | A | Control |
| PUYEAR, DAVID | I | CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER | A | Control |
| PUYEAR, DAVID | I | CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER | A | Control |
Registrations
Federal
IA
Dec 9, 2003 REGISTERED
Notice Filings (14)
AZ CA CT FL GA IA IN KY NJ NV NY OH PA WA
Address
1311 MAMARONECK AVENUEWHITE PLAINS, NY 10605
USA
Phone: 914-761-3208