# PINNACLE TAXX ADVISORS LLC

PINNACLE TAXX ADVISORS LLC of WHITE PLAINS, NY is an SEC-registered investment adviser.

## Registration

- CRD: 123235
- Type: SEC-registered investment adviser
- SEC file number: 801-61565
- Location: 1311 MAMARONECK AVENUE, WHITE PLAINS, NY, 10605
- Phone: 914-761-3208
- Latest filing: 2004-04-01
- Regulatory AUM: $25.0M
- Discretionary AUM: $1.0M
- Non-discretionary AUM: $24.0M
- Clients: 51
- Accounts: 10

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| WALSH ROBERT FRANCIS | SALES MANAGER | — |
| CURTIS KELLY GENE | SR. VICE PRESIDENT | — |
| POVINELLI THOMAS | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| PUYEAR DAVID | CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER | — |
| PUTTICK GREGORY EDWARD | SALES MANAGER | — |
| HOENINGS GERALD BERNARD | SENIOR VICE PRESIDENT, SALES | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123235/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123235/similar
- Related entities: https://search.stillhousedata.com/firm/123235/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123235

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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.