# PINNACLE ADVISORS LLC

PINNACLE ADVISORS LLC of EAST SYRACUSE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 107275
- Type: SEC-registered investment adviser
- SEC file number: 801-53493
- Location: 5845 WIDEWATERS PKWY, STE 300, EAST SYRACUSE, NY, 13057
- Phone: 315.251.1101
- Latest filing: 2026-03-26
- Regulatory AUM: $433K
- Discretionary AUM: $433K
- Clients: 2
- Accounts: 1

## Business model

- Compensation: % of AUM
- Clients served: Investment cos

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Gregory B Cuvelier | MEMBER | — |
| Gregg Anthony Kidd | MEMBER | — |
| Luke James Lonergan | MEMBER | — |
| Jr. Richard Lanning | MEMBER | — |
| Robert Frank Cuculich | PRESIDENT | — |
| Benjamin Ryan Quilty | CHIEF COMPLIANCE OFFICER | — |
| KIDD GREGG ANTHONY | MEMBER; MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT, MEMBER | — |
| RAITE DANIEL FRANCIS | MEMBER | — |
| CUVELIER CRAIG BRUCE | MEMBER; SHAREHOLDER | — |
| SAMORAJ MICHAEL MYRON | CHIEF COMPLIANCE OFFICER | — |
| CUVELIER BRIAN B | MEMBER; SHAREHOLDER | — |
| LONERGAN LUKE JAMES | MEMBER; SHAREHOLDER | — |
| LANNING JR RICHARD DUELL | MEMBER; SHAREHOLDER | — |
| LANNING MARIA | SHAREHOLDER | — |
| CUCULICH ROBERT FRANK | PRESIDENT | — |
| QUILTY BENJAMIN RYAN | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (9)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-05-05 | civil | THIS CASE INVOLVES THE FAILURE OF A REGISTERED OPEN-END INVESTMENT COMPANY (THE "NYSA FUND" OR THE "FUND") TO COMPLY WITH RULES 22E-4 (THE "LIQUIDITY RULE") AND 30B1-10 UNDER THE INVESTMENT COMPANY ACT OF 1940 (THE "INVESTMENT COMPANY ACT"). FROM JUNE 2019 TO JUNE 2020, MORE THAN 15% OF THE NYSA FUN… | Pending | — |
| 2023-05-05 | regulatory | THIS CASE INVOLVES THE FAILURE OF A REGISTERED OPEN-END INVESTMENT COMPANY (THE "NYSA FUND" OR THE "FUND") TO COMPLY WITH RULES 22E-4 (THE "LIQUIDITY RULE") AND 30B1-10 UNDER THE INVESTMENT COMPANY ACT OF 1940 (THE "INVESTMENT COMPANY ACT"). FROM JUNE 2019 TO JUNE 2020, MORE THAN 15% OF THE NYSA FUN… | Final | — |
| 2023-05-05 | regulatory | THIS CASE INVOLVES THE FAILURE OF A REGISTERED OPEN-END INVESTMENT COMPANY (THE "NYSA FUND" OR THE "FUND") TO COMPLY WITH RULES 22E-4 (THE "LIQUIDITY RULE") AND 30B1-10 UNDER THE INVESTMENT COMPANY ACT OF 1940 (THE "INVESTMENT COMPANY ACT"). FROM JUNE 2019 TO JUNE 2020, MORE THAN 15% OF THE NYSA FUN… | Pending | — |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107275/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107275/similar
- Related entities: https://search.stillhousedata.com/firm/107275/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107275

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.