JF
James F Ferrare
CRD 1557895
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Pinnacle Associates, Ltd. | Registered representative | 07/20/2026 |
| Pinnacle Wealth Management Advisory Group, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Pinnacle Wealth Management Advisory Group, Llc
Managing Member · Less than 5% · Mar 2024
-
Pinnacle Wealth Management Advisory Group, Llc
Managing Member · 75% or more · Mar 2024
-
Pinnacle Associates, Ltd.
Executive Vice President · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗