MARCELLUS, N.Y. — Pinnacle Investments, LLC, a Syracuse–based financial-services firm, announced it has opened a new office at 16 W. Main St. in the village of Marcellus and hired Edward Carlson as a financial advisor for the location.
“These are exciting times for us. We are looking forward to having a presence in the Marcellus community,” Susan Griffith, president of Pinnacle Investments, said in a news release.
Carlson has more than 23 years of investment experience, including management and banking, according to the release.
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Carlson’s most recent prior position was at Key Investment Services LLC in Syracuse, from January 2011 to July 2015, according to his profile page on the BrokerCheck feature of the Financial Industry Regulatory Authority website.
A resident of Marcellus, Carlson serves on the Marcellus Village Planning Board, according to the Pinnacle news release.
Pinnacle Investments, which is marking its 20th anniversary this year, says it has grown to become one of the largest independent broker-dealers in Central New York. The firm provides services including financial planning, wealth management, traditional securities brokerage, and employer-sponsored retirement plans.
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